At QuonWarrene we help advisory firms make decisions to select, implement and optimize the technology that is used in their firms. Our Financial Technology Spotlight is an opportunity to highlight and educate the community on new and emerging firms in the marketplace.

Financial Technology Spotlight

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Topic Speakers Date Featured Partner
Collaborative Selling and Communication Skills Blane Warrene and Marie Swift May 16th at 1p Pacific/4p Eastern Impact Communications
Alpha, Beta, and Now… Gamma Neal Quon and David Blanchett April 4th at 1p Pacific/4p Eastern Morningstar
How risk assessment can build your business Neal Quon and Mark Friedenthal March 7th at 1p Pacific/4p Eastern Tolerisk
The New Way to Acquire and Retain Clients: Advanced Data-Gathering Neal Quon and Don Whalen February 7th at 1p Pacific/4p Eastern Precise FP
How to Increase Your Prospect Win Rate With Financial Planning Neal Quon and Ted Denbow January 10th at 1p Pacific/4p Eastern Right Capital
Differentiating Yourself as a Financial Advisor Neal Quon and Jay Mooreland December 5th at 1p Pacific/4p Eastern The Emotional Investor
Compliance ROI – Is Compliance a Cost or an Investment? Blane Warrene and Chris Winn November 1st at 1p Pacific/4p Eastern  Advisor Assist
Reaching the Client of the Future: Making the Connection Neal Quon and Cimarron Buser October 4th at 1p Pacific/4p Eastern TimeTrade
Portfolio Risk:  Calculated, Communicated, Documented Mike Chochon, Ron Piccinini, Blane Warrene September 19th at 1p Pacific/4p Eastern PraireSmarts
Engaging new clients with financial planning Noah Herman and Neal Quon August 2th at 1p Pacific/4p Eastern  Advizr
Using YCharts for robust investment research Dave Lubnik and Blane Warrene July 12th at 1p Pacific/4p Eastern YCharts
Foundations for Success in Post-DOL World Niko Karvounis and Neal Quon June 7th at 1p Pacific/4p Eastern Quovo
Secrets of Client Engagement Khalid Usmani and Neal Quon May 3rd at 1p Pacific/4p Eastern Guidevine
Evaluating Your Practice David Coyle and Neal Quon April 5th, 2016. 1p Pacific/4p Eastern Vanare
How Planning is Evolving in a Digital Age Abby Schneidermen, Ammon Brown and Neal Quon March 1st, 2016 Everplans
An Elegant Retirement Planning Solution Michael Roth and Neal Quon February 1st, 2016 RetireUp
E-Advisor: What Does it Take to be One Maggie Crowley, Corey Westphal and Neal Quon January 2016 Advisor Websites
Cybersecurity and Financial Services Blane Warrene May 2015 QuonWarrene
Mobile Productivity and Financial Services Blane Warrene April 2015 QuonWarrene


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