Private Event
Modernizing Your Firm’s Reporting to Simplify Your Client Experience
Hosted by Jud
Registration
Past Event
About Event
Join us for an exclusive online event: Modernizing Your Firm’s Reporting to Simplify Your Client Experience.
Scott Klaassen, Managing Director at Milemarker, and Jud Mackrill, Co-Founder at Milemarker, will share insights into how modernizing reporting practices and leveraging data analytics can help advisors enhance their overall client experience.
When you register, you'll be prompted to submit 3 (or more) of your top questions. Scott and Jud will address them live during the workshop.