Stop Buying More Technology: When it Makes Sense to Outsource

Airing February 3, 2022 @ 12:00 PM PST


Forget everything you've been told about advisor technology. Because the advisor space is dominated by companies trying to get you to buy a technology. However, buying more technology won't fix a faulty foundation or a fractured client experience.

There's a better way.

Instead of adding one more piece of technology to staff and support, consider letting a team of middle- and back-office experts alleviate your operational burdens.

During our webinar we'll show you outsourcing like you've never seen it before—and prove to you why it's an easier, more profitable way to grow your business.

Please register HERE.

CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.

Accepted for 1 hour of CFP/CIMA CE credit

Sponsored by


Douglas Heikkinen

Douglas Heikkinen

Founder and Editor


Patrick Murray

Patrick Murray

President and Chief Executive Officer

STP Investment Services

Christopher Sallemi

Christopher Sallemi

Chief Technology and Information Security Officer

STP Investment Services


Sponsors of Webcasts may contact registrants.

Webcasts are for financial professionals only.