Introducing Wealthminder, a cost-effective practice management and client communication tool. Wealthminder helps you create plans, deliver advice and track progress more effectively and efficiently. Core capabilities include financial planning, automated portfolio review technology and the ability to deliver and monitor progress on non-investment advice. As part of SSG’s Advisors Advantage Program, Wealthminder offers a 15% discount off the standard client price.
Attend the webinar on Tuesday, 9/22 at 1:15 pm PDT with Rich Ellinger, CEO & Founder of Wealthminder and Dan Skiles, President of SSG.