Pascal CEO Howard Atkinson’s presentation to the Financial Planning Association of Canada Advisor Tech Expo on why advisors need to act now to adopt a digital strategy for their practices.
This presentation examines:
- The impact digital technology is having on financial advisors today
- What is a digital strategy for advisors
- Key steps to help financial advisors adopt a digital strategy
- Digital priorities for financial advisors
- How the Pascal platform is helping financial advisors implement a digital strategy for their practices
Watch the Presentation