Innovation and Growth by Leveraging an Integrated Software Platform
Missed the webinar? No problem you can still watch our webinar where we took a look at how two top RIA firms have leveraged technology to grow their business – both organically and through mergers and acquisitions. As well as how these firms were able to better service their clients during these growth periods.
Bill Winterberg is founder and president of FPPad.com and is a respected personality in the financial planning industry. Bill is widely recognized as an independent authority on the subject of technology in financial services. Bill maintains the CERTIFIED FINANCIAL PLANNER™ certification and has past industry experience as a Registered Representative and a RIA.
Jill Lizzi, CFP® - Wealth Advisor
Bronfman E.L. Rothschild
As a Wealth Advsisor at Bronfman E.L. Rothschild, Jill Lizzi provides skilled guidance regarding qualified retirement plans and complex plan issues to her clients. She offers a full range of wealth management and investment consulting services.
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Adam Ledbetter, CFP®, is the Training Manager for Henssler Financial. Mr. Ledbetter is responsible for developing the firm’s training program to accommodate technological changes and enhance productivity and quality of work.
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Headquarters: Atlanta, GA (technically Kennesaw, GA north of Atlanta)