Photo by: Stephan Ridgway
licensed under Creative Commons Attribution 2.0
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Webinar – A web-based seminar that we conduct – live – giving you the opportunity to hear directly from members of our team as well as creating a forum for education on a variety of financial topics.
In another “first”, we launched our new Webinar series in the last calendar quarter.
Now you already know that utilizing technology is nothing new at IRONSHIELD. We’ve always tried to make use of the efficiencies that technology can offer us – administratively. Next, we took it to our processes. The ones you’ll know best – to name but a few – The KAIZEN Financial Planning Process™ and the original Asset Mix Optimization Process™. Then, we used technology to improve access; access to online statements, access to online meetings and to reduce access; client data protection – and now, Webinars!
Our goal is to maximize technology, without losing the personal touch. And that seems to be getting notice. Dan Richards, President & CEO of Strategic Imperatives Corp. sought Scott out on Investment Executive TV to describe the technology platform he uses for effective webinars and online client meetings.
Next up in our webinar series was – Stephen Lingard from Franklin Templeton. As co-lead manager for the Quotential Program, Lingard spoke about what drives security selection and what factors influence his decisions as a money manager.
