Money Tree Software’s President, Mark Snodgrass, will be on the panel discussing trends in financial planning at the FPA Business Solutions Conference, held in San Francisco March 4-6.
Monday, March 5
10:15 AM – 11:15 AM
Trends in Financial Planning
Moderator: Peter Montoya; Panel: Chadwick Blythe, RP®, Mark Snodgrass, Linda N. Strachan, Ph.D. CFP®, and Oleg Tishkevich
Financial planning software has quickly risen to be one of the most important technologies independent planners are using to better engage and educate their clients. Recent trends indicate substantial changes in the developmental philosophy and the practical applications of financial planning software in areas such as prospecting and retention strategies. Meet representatives from the industry’s leading providers of financial planning software and allow them to share their unique views on how you can use their ideas in the future.
National Sales Manager, Scott Roberts, will also be there discussing our many new integrations and projects designed to help you be more effective with your time and deliver better information to your clients.
If you would like to have coffee or meet with Scott or Mark during the conference please email scott@moneytree.com and we will schedule a time.
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