24 Mar 2016
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March 24, 2016 Neal Quon

Register today for our April Financial Technology Spotlight

Sticky Post By On March 24, 2016 With No Comments

In this Financial Technology Spotlight, David Coyle, Senior Vice President – Business Development at Vanare, and Neal Quon discuss the steps needed to build a successful practice.

The webinar will be centered around evaluation of your practice.  How well is your business running? Are you using technology to make your business more efficient?  Is your practice set up for growth and scale?  Have you taken the steps needed to build a practice that is on a strategic path?

Join us Tuesday, April 5th, to learn how to:

  • Evaluate Efficiency – How efficient is your business? 
  • Evaluate Technology – How are you using technology and are you getting the most out of it
  • Evaluate Growth Strategy – How are you growing your business and bottom line?

Register today!

About the Author

Neal Quon Neal Quon began his career in the financial services industry in 1997 and is a graduate of Texas Tech University with a Bachelor of Sciences degree in Family Financial Planning. Being an independent advisor gives Neal an understanding of the challenges financial advisors face when selecting the tools to best meet the needs of their clients. He helped establish the technology for a Texas-based Registered Investment Advisor as he also built his initial book of business. Neal also bridged many channels in financial services, with a consistent focus on the front office of operations. He has worked for and consulted for many of the the industry’s leading service providers. This includes Albridge Solutions and CashEdge, Inc. Neal also directly coached financial advisors, serving as the Practice Consulting Manager for the Pacific Life group of broker dealers prior to their sale to LPL. In founding QuonWarrene with Blane Warrene, he brought client-facing technology expertise and regularly speaks and advises on practice management issues today.

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