3 Ways Financial Advisors Can Innovate through Chaos
The world went virtual overnight and we have all had to change processes and strategies to suit the new normal. This global pandemic forces enterprises to adapt and use digital tools to maintain business; advisors need to identify the tools that increase efficiency, decrease expenses, and expand opportunity.
Join Keith Gregg, CEO of Chalice Network, to learn how to leverage the power of a digital marketplace and community — curated with money-saving services, innovative tools, and technology helping to modernize, streamline, and strengthen engagement with clients.
You will learn:
Keith Gregg is a Financial Services and FinTech Executive, Founder and Chief Executive Officer of San Diego-based FinTech Company Chalice Network, a member benefit organization for independent financial professionals that delivers a fully integrated suite of technology tools, products, and services through a single sign-on shared services technology platform – Chalice Digital Marketplace. He has three decades of executive leadership and financial services experience. Prior to founding Chalice Network he was Founder & CEO of Innovation Equity Partners, CEO of Capital Guardian Securities and First Allied Securities. Keith also served as Senior Executive for Wachovia Securities, GE Capital, and Prudential Investments, and has built a reputation as a Business Acceleration Executive. Keith is the author of Do Well by Doing Good: The Complete Guide to Charitable Remainder Trusts and is a certified planned giving specialist. He holds FINRA Series 7, 24, 63, 65 registrations and is a graduate of the Securities Industry Institute at University of Pennsylvania’s Wharton Business School. Keith was the founder and Chairman of the Wealth Advisor Institute, past President of the Institute of Investment Management Consultants Association Chapters, and Chairman of the Membership Committee for the Investment Management Consulting Association. Keith lives in San Diego, CA with his wife, Catherine, and their two sons. He served honorably in the US Marine Corps and is a recipient of the Presidential Service Award from President Ronald Reagan for his loyal service aboard Marine One.
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The recording will include both the audio portion and PowerPoint slides.