SideDrawer's Webinars
Using SideDrawer for Efficient Business Operations
12pm - 1pm ET
November 6th, 2024
- Learn how SideDrawer can also be used within your business in dealings with vendors, auditors, which may also include regulators. .
Using Videos to Educate Clients During Financial Engagements
12pm - 1pm ET
October 9th, 2024
- See how the Wozniak Team integrates HeyAdvisor's video content within SideDrawer for increased client engagement.
.png "Maximizer - Webinar Email Graphics (27)")
The Power of Automating your Financial Advisory Practice
9am PT | 12pm ET
September 5th, 2024
- Join SideDrawer, Maximizer and Zapier to learn how to automate and integrate your tech tools for efficiency and improved client experience
Automating Your Practice with Cloven CRM & SideDrawer
12.00 - 1.00pm ET
December 6th, 2023
- Tom will showcase the Cloven CRM product, and the integrated SideDrawer workflows
SideDrawer presenting at the Canadian Advisor Tech Expo
November 14th - 17th, 2023
- SideDrawer's presentation will be held on Monday, November 14th at 1pm ET
Understanding Cybersecurity Exposure for Wealth Businesses
12.00 - 1.00pm ET
Wednesday, November 8th, 2023
- Eldon will discuss the cyber risks facing wealth businesses in today's environment
How to Automate Your Advisory Practice
12.00 - 1.00pm ET
Wednesday, October 4th, 2023
- Shaun will demonstrate how Zapier can be used to automate simple workflows to save hours of admin time
Practical Tech Guidance for
Advisors & Planners
12.00 - 1.00pm ET
Wednesday, August 16th, 2023
ON DEMAND WEBINARS
ON DEMAND / WATCH NOW OR SCHEDULE
Enhance Your Security, Compliance & Governance
- In this on-demand webinar, we share the common compliance and governance issues facing advisory firms
- This webinar is a shorter, 20 minute version of the 45-60 minute presentation we would provide to dealers, insurance and wealth firms
- For a dedicated presentation to your advisors or staff, please contact us
ON DEMAND / WATCH NOW OR SCHEDULE
How SideDrawer Enhances Your Advisory Practice
- In this on-demand sales presentation, we share how SideDrawer can elevate your wealth and financial practice
- See why firms are incorporating SideDrawer as an essential business tool
.png)
.svg)
