Main Bullet points:
- MAX – A Fully Integrated, End-to-End Solution: MAX (Manage, Advise, Experience) is the industry’s first free wealth management platform. We’ll be providing an overview of the platform, and attendees can sign up to use for free.
- A Modern Client Experience – Clients and prospects alike need an intuitive interface to access your service and expertise without lengthy meetings. As a trusted advisor, you can also gain complete insight into the entire financial picture and address areas of opportunity to serve your clients as their needs arise.
- The Power of Rebalancing – In today’s fast-paced market, it can be challenging to keep up with your client investment portfolios while target allocations move at any given time. Learn how investment professionals can help their clients stay on track efficiently and effectively with TradeWarrior.
Matt Repplinger, Business Consultant, Oranj
Matt Repplinger is a lead Business Consultant at Oranj, where he works with and advises firms on technology solutions and innovative ways to run their practices. Prior to his role at Oranj, Matt spent 3 years as a client associate at a Private Wealth Management firm at their headquarters in Chicago while continuing to work towards his CFP designation at DePaul University. He studied Finance at Indiana University, and was born and raised in Chicago, Illinois.
Zach Vodden, Sales Associate, TradeWarrior
Zach Vodden is a Sales Associate at TradeWarrior, where he works with IRAs consult on their needs for trading and rebalancing software. He has helped TradeWarrior grow by helping them receive clients who carry 10 million to 2 billion in assets. Prior to TradeWarrior, Zach worked for a health agency called Independence Health Services, where he traveled around the state of Utah visiting hospitals, clinics, and nursing homes marketing his agencies services. Zach attended Weber State University, where he studied Professional Sales.