Advisor360° has released its inaugural 2022 Connected Wealth Report, which asked financial advisors and executives across the U.S. for their perspective on the role that their technology plays in helping facilitate their business.
Our company is proud to provide industry insights through our Connected Wealth Report: Special Edition for the Bank Insurance & Securities Association (BISA) 2023 Annual Convention.
If you want to learn more about our findings and how our technology is helping broker-dealers, please visit us at kiosk #3 at the BISA 2023 Annual Convention.
The BISA convention is an annual in-person event for bank insurance and securities industry executives. BISA’s vision is to “serve as the thought leader and voice of the industry for bank and credit union investment services, wealth management programs and industry partners.”1
Contact Chris Ollendike, SVP of Sales, for more information on Advisor360°: sales@advisor360.com
Rania Kalaaji is a Marketing Project Manager Associate at Advisor360°, responsible for educating enterprise executives and building our community through content marketing and social media.
1BISA. “Mission, Vision and History.” www.bisanet.org/page/MissionVision
Rania Kalaaji
