Achieving Operational Excellence

Operational excellence isn’t just a dream, it’s a reality for those companies that can combine optimal processes and technologies with capable human hands. In this webinar, the industry’s finest operational leaders discuss overcoming internal hurdles, plotting a path toward change, and keys to sustaining success.

Watch the Webinar

Want to learn from some of the financial industry’s brightest minds? View the webinar to get the knowledge you need to achieve operational excellence with your firm. 

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Nix the NIGOs

Download our guide to examine what it means to have NIGO documents, how it impacts advisors and clients, and what advisors can do to streamline processes and prevent NIGO errors.