This Webinar will be presented by Rich Ellinger. Rich Ellinger, founder and CEO of Wealthminder, is a 20-year technology industry veteran and entrepreneur with multiple successful exits. He co-founded Saba Software in the late 90s and helped lead the company from the garage to a 500-person publicly traded company with over $100 million in revenue. Most recently, he was COO of Webs.com, which was acquired by Vistaprint for $120 million in late 2011. Ellinger started his career in development at Oracle Corporation after graduating from Stanford University.
Are you looking to: · Create plans and deliver recommendations more efficiently? · Build deeper, ongoing relationships with your clients? · Deliver a modern online experience? · Grow your business and attract your next generation of customers? If so, attend this webinar to learn how Wealthminder can help. Wealthminder offers a next-generation practice management and client communication solution to assist you in running your business more profitably and increasing client satisfaction. In addition, Wealthminder’s marketplace offering helps you grow your client base through online referrals for situational planning needs. Founder and serial entrepreneur Rich Ellinger will give us an overview of the robo-advisor market, show us how Wealthminder’s software works, and answer any questions. Learning objectives: · What the different types of robo-advisors are and what their potential impact is on financial advisors · How you can grow your business through new lead sources · How to use Wealthminder with your clients
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