Included in this issue:
– You’re invited! Webinar with UX Wealth Partners
– Join us at #XYPNLive 2021 in Denver or online
– Highlights from last month’s conferences
Webinar on Wednesday, November 17th at 1 pm PST
Join this live webinar with Kyle Wiggs from UX Wealth Partners and Akhil Lodha, CEO of StratiFi to discover how advisors are leveraging leading tools in CRM, portfolio management, client engagement, and risk analysis to build a unified tech stack to deliver better outcomes for their clients.
The RIA of the future is bold and UX Wealth is partnering with advisors to help them save time, improve investment outcomes and enhance client experiences.
The replay is available, watch it here!
November 8 – 11, 2021 | Denver, CO or online
This is THE can’t-miss event for fee-for-service financial advisors. Why? Because even advisors need advice. Whether together in Denver or from the comfort of your couch, we’ll see you there.
Stop by booth #415 and talk with our team!
The StratiFi team had a blast attending Excel 2021 Conference in Las Vegas and Bob Veres’ Insider’s Forum in Nashville.
Thank you to all who attended and came to chat with us! We can’t wait to see you at #XYPN Live or at another event in 2022.