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Shawn Barbaris
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Breakout Session
April 19, 2017 | 2:00 PM

How To Elevate Your “More Than Money” Practice To A Higher Level Through Technology

Shawn Barbaris, JD  President of Aspida360, Inc.

How we communicate with clients has truly changed over the last decade. As Advisors in Philanthropy, it's important to have a technology interface that allows us to advise on "more than money.

Learn how & why engaging the whole family through interactive learning will cement your value as an advisor. If you are mentoring the "Next-Gen" advisor in your firm, this is a mandatory session to attend (together).   Attend this session and learn:

  • What does “more than money” mean to your clients and why should “more than money” matter to you?
  • How do clients and their families manage their “more than money” journey together (the family portal)?
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  • How does philanthropy add to your client’s “more than money” wealth?

Bottom line:  Technology is the answer to… Deeper relationships. Longer engagements.  Higher fees.  Less competition.  Greater satisfaction.  

 

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