Fox Financial Planning Network publishes new “robo shield” white paper, ActiFi’s Spenser Segal on technology adoption, and more
The Laser App 2014 Conference in San Diego wrapped up last week, offering over 200 attendees insights on ways technology can streamline the client service experience. A variety of vendors with CRM, document management, electronic signature, practice management solutions, and more delivered valuable takeaways centered around efficient form creation and processing, which the Laser App platform aims to simplify.
Watch the day two highlight video below, which is followed by a conference recap video with feedback from conference attendees about the benefits of attending the Laser App 2014 conference. (or watch the Laser App 2014 Conference YouTube playlist)
Day two highlights
In the opening session on day two, Deborah Fox, CEO & Founder at Fox Financial Planning Network, unveiled a new white paper fresh off the company’s electronic publishing platform.
The white paper, titled How To Build A Robo-Shield™ For Your Financial Advisory Firm: 20 Effective Tactics To Marginalize The Rise Of Robo-Advisers, can be downloaded for free from the company’s website. In nearly 40 pages, the Robo-Shield white paper details tactics to differentiate an advisory business from the online-based investment advisor services, including specific niche development, Tier 2 service models, automated workflows, and more.
Laser App 2014 conference recap
As you can see from the video coverage, Laser App hosts one of the hidden gems among industry conferences. Quite a number of influential vendors and product providers attended the event, and many company presidents and CEOs took the stage.
Laser App 2014 conference attendees learned how to leverage their existing Laser App relationship and also identified new solution providers and integrations that can extend the benefits of Laser App into different areas of their business. All in all, I enjoyed my time at the conference, which offered a great combination of education, networking, and socializing, all in sunny San Diego.
WaveHouse networking event
In addition to the education and exhibit hall opportunities, attendees had several opportunities to let loose, kick back, and network with like-minded peers.
So for an added bonus, here is a video from the first networking event held at the WaveHouse San Diego.