Tag Archives: Wellness Program

Laserfiche’s Award-Winning Vault and Cloud System –– With Linda Ding & Justin Pava

Finance, Investing, Technology, Wealth Management, WealthManagement.com, WealthTech, , , , , , , , ,

Laserfiche provides intelligent content management and business process automation to boost productivity, scale your business, and deliver a digital-first customer experience.

In this episode, David Armstrong, editor-in-chief at Wealthmanagement.com, talks to Linda Ding and Justin Pava about Laserfiche’s award-winning vault and cloud platform and how it helps financial professionals with their document management.

In this episode, you’ll learn:

  • How Laserfiche’s vault and cloud system can better archive, automate, and organize your financial practice  
  • Why broker-dealer compliance is a breeze with the firm’s vault integration 
  • About the company’s AI automatic capture platform and its similarities to IPhone’s face-recognition feature 
  • About Laserfiche’s workflow bots and their ability to simplify manual tasks  
  • And more!

Tune in as Linda and Justin reveal how financial advisory firms and aspiring leaders can better integrate their vision towards an improved digital ecosystem!  

Resources:  WealthManagement.com | Laserfiche

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New 401(k) Fee-for-Service Advice Program with Cetera –– With Jon Anderson & Kaci Skidgel

Finance, Investing, Technology, Wealth Management, WealthManagement.com, , , , , , , , ,

The new Fee-for-Service Advice Program at Cetera Financial Group provides financial professionals with holistic tools to help and support clients with their retirement-related finances. 

In this episode, David Armstrong, editor in chief at Wealthmanagement.com, talks to Jon Anderson and Kaci Skidgel. Today’s guests discuss their award-winning platform while providing insight into their firm’s financial wellness programs and how they can help improve financial outcomes while reducing its stress implications.  

In this episode, you’ll learn:

  • How the 401(k) Fee-for-Service Advice Program enhances the client-advisor relationship
  • How financial professionals can set their service charges and receive online payments 
  • About the benefits of Cetera’s financial wellness programs 
  • The role of advisors when financial issues impact employee performance 
  • And more!

Tune in to learn about Cetera’s 401(k) Fee-for-Service Advice Program! 

Resources:  WealthManagement.com | Cetera Financial Group  | Your Summit | Kaci Skidgel

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