Going independent with confidence: How to embrace technology to launch and scale your RIA – Betterment for Advisors – 8.9.22

Overview:
Title: Going independent with confidence: How to embrace technology to launch and scale your RIA
Date: Tuesday, August 9, 2022
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

On Demand Soon

Going independent and growing a practice takes a lot of hard work. Between choosing tech providers, integrating them into your practice, and managing workflow changes with your team, tech-enabling your new firm can quickly fall by the wayside when day-to-day priorities take precedence.

In this webinar, join us for a thoughtful conversation on the current state of Wealthtech and learn what to look for when standing up a tech stack that can set you up for long-term success from day one.

The Betterment for Advisors team will also examine how partnering with the right technology partners can help you:

  • Free up time for higher-value work and drive operational efficiencies
  • Provide personalized service to your clients at scale
  • Transition with a team on your side, so you don’t have to go it alone
Did you know? As a tech-forward, human-enabled custodian, Betterment for Advisors makes it easy to launch and manage your practice. Learn more.

Speakers:
Thomas Moore Thomas Moore Head of Distribution Betterment for Advisors

Thomas Moore leads the Betterment for Advisors distribution team working with wealth management firms across the country to implement streamlined technology and low cost investment solutions. Prior to this role, he spent his career working with financial advisors as a business development lead for firms such as Vanguard and Affiliated Managers Group.

Thomas graduated from University of Oregon with a degree in Finance and lives in Brooklyn, NY.
Devon Klumb CFP®, BFA™ Devon Klumb CFP®, BFA™ Strategic Sales Manager Betterment for Advisors

Devon Klumb works with advisors to implement the Betterment for Advisors platform in their practices. Before joining the Betterment team, Devon served clients as a Certified Financial Planner™ at an $80 million RIA that he co-founded and scaled before selling to a larger firm. Devon has a deep understanding of an entrepreneur’s daily life in the RIA space and, having built his practice on the Betterment for Advisors platform, he has unique insight into the power of automation. Devon is dedicated to helping advisors scale their businesses and serve their clients better. Devon graduated from Ohio University with a B.S. in Engineering Technology & Management and lives in Cincinnati, OH.