WEbinar

GrowthTech Summit: AI, Tech Stacks & Growth Strategies for Future-Ready Advisory Firms

GrowthTech Summit is a virtual event designed for financial advisors at RIAs committed to driving growth through innovative technology. Watch the replay of the session 'Building a Future-Ready Tech Stack' with Mark Gilbert, Co-Founder & CEO at Zocks.

Explore best practices for integrating tools that optimize efficiency, reduce costs, and deliver seamless client experiences.

PRESENTED BY
Zocks
x
Practifi
Speakers
Mark Gilbert
Co-Founder & CEO, Zocks