“I’ll never again ask my clients to print, sign, scan and return a document”. That’s what David O’Brien, MBA, CFP® and Co-Founder of EVOadvisors said as he set out to improve his onboarding process.
But David didn’t stop there. He customized PreciseFP’s Pipelines, defining the customer journey as it relates to his firm and the clients he serves. In fact, David is what we call a PreciseFP “power user”, taking advantage of the many features that PreciseFP has to offer in client engagement, going well beyond the data-gathering that we are most known for.
Come see how David is running a firm of the future when it comes to client engagement, utilizing PreciseFP to gain efficiencies at the firm level, while providing a better client experience – all in one place so your client doesn’t have multiple places to log into and you don’t have multiple software applications to pay for!
- When: Tuesday, December 8, 2020
- Where: Registration Link Below
- Time: 11:00 am – 12:00 pm PDT
About the Speaker
Dave is the Chair of the National Association of Personal Financial Advisors. A CERTIFIED FINANCIAL PLANNERTM professional, he received both his BA and MBA from the University of Richmond and a Certificate in Financial Planning from Virginia Commonwealth University. Motivated by his dedication to a high fiduciary standard and to do what’s best for clients, in 2006 Dave launched a Fee-Only Registered Investment Advisory and Financial Planning firm that became EVOadvisors in 2016.
Dave’s passion for advocating for consumers has led him to various volunteer roles with NAPFA including, Chair of the Public Policy committee, South Region Board member, and numerous working groups. He has also served on many CFP Board committees and continues to work with the CFP Board on consumer protection issues and advancing the financial planning profession. His expert advice and commentary have appeared in The New York Times, Bloomberg, Kiplinger’s, InvestmentNews, and other national media.