During this discussion, three successful advisors will break down how they and their teams are using technology to focus their positioning, grow revenues and operate a scalable practice. Specifically, they will discuss: • What tech solutions they rely on to grow (business development and marketing offerings) and scale (efficiencies/savings) their practices • Why digital marketing is an essential component in growing your practice and what tools are a MUST have • How technology can assist advisors in providing specialized services such as tax and estate planning to their clients at scale • What tools can enable advisors to better establish their value proposition with clients Moderator: Suzanne Siracuse – Suzanne Siracuse Consulting, LLC Speaker: Amanda Piper – Wagener-Lee Wealth Advisors Jill Hollander – Financial Connections Group, Incorporated Andrew Altfest – Altfest Personal Wealth Management, Founder FP Alpha