Top Tech Tips for Financial Services Teams Working Remotely

#Lifestyle Wealth


Now that millions of people are working from home, many are suddenly faced with new challenges that impact all aspects of our work and personal life. So, how do we move forward productively?

Join this webinar, “Top Tech Tips for Finance Services Teams Working Remotely” (no IT degree required!) to learn how to stay effective no matter where you are located–regardless of kids, pets or other distractions. Hear from work from home veterans, Diana Ermini of Sage Intacct and Ryan Kerry of KnowLedger, as they share specific technologies and strategies designed to help you:

  • Set up a home office that works for you
  • Use technology so you can stay focused and productive
  • Prevent disruptions using the “third person” test
  • Create a remote-friendly culture with your team(s)

Whether you are proficient or brand new to working remotely, learn a few valuable tips that can help you stay productive (and maybe a little less stir crazy).

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

Sponsored by

Diana Ermini - Moderator
Director of Financial Services
Sage Intacct

PropellerAds

Ryan Kerry
Co-founder/CEO
KnowLedger

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https://www.wealthmanagement.com/webinars/top-tech-tips-financial-services-teams-working-remotely

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