The Complete Tech Stack You Need (To Thrive in the Post ROBO, Post DOL World)
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Wednesday, November 2, 2016
1:00 PM - 4:00 PM
Instructors:
- George Guidotti, Grendel
- Kelly Adams, Harbor Light Planning, LLC
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Using Grendel just to log names and phone numbers? Want to gain proficiency with workflows, task management, projects, and filing? Struggling with integrating the ACP Pyramid? You’ll bring your own computer, log into your own Grendel account, work with your own database, and learn to harness greater efficiency in your practice. In order to get more out of the session, it is highly recommended that you participate in all relevant Grendel online training courses such as Basics, Workflow, Accounts, Filing and Client Portal prior to attendance.
Grendel Boot Camp will not just be a repeat from last year. Although we’ll start with shoring up the basics in hour one, hour two will be intermediate topics, and hour three will delve into solving advanced user/multi advisor practice implementation issues.
This Boot Camp tailored to ACP Grendel functionality gives you live, in-person help where you might be struggling. This is also a great opportunity to get hands-on training if you are considering adopting Grendel in your practice and have a trial membership. Cost is just $75 per attendee. Electricity, secure Internet access, and refreshments will be provided.
Instructor bios:
George Guidotti, Grendel - George is the head of Business Development for Grendel – the leader in practice management software that currently includes CRM, client reporting (performance), client portal, account aggregation, compliant file archive, email archive, portfolio rebalancing, fee billing, supervisor controls, mobile apps, and more. He has spent the last six years helping advisors implement and sustain integrated technology solutions with an emphasis on CRM. Part of his focus is on helping organizations within the RIA community coordinate technology, implement workflow systems and compliance control through the implementation of Grendel.
Kelly Adams, Harbor Light Planning - After acquiring eight years of experience in tax compliance and planning, Kelly changed her focus to comprehensive financial planning after consistently seeing a need for this type of service among the clients she serviced. Kelly began practicing life-centered financial planning after completing the Success Program in 1998 offered through the Alliance of Comprehensive Planners (ACP). She spent over five years working with nationally recognized advisor, Bert Whitehead, JD, MBA, founder of Cambridge Advisors (now known as ACP) and President of Cambridge Connection, Inc., as an advisor and eventually partner. Kelly holds a BA from Michigan State University's College of Business. She has earned the professional designation of CFP® from the Certified Financial Planner Board of Standards. Kelly has also earned the designation of Enrolled Agent from the Internal Revenue Service. Kelly is an active member and educator for ACP. She is a member of NAPFA, FPA, and NATP. Harbor Light Planning, LLC was founded in December of 2003 upon principles that place the utmost value on our clients financial goals and objectives. Kelly lives in Novi, Michigan with her daughter Alora and three loved pets.
Register Now - $75.00
* Must be a registered ACP Conference participant in order to attend.