January 22, 2016 Blane Warrene

eAdvisor: What Does it Take to Be One?

A candid discussion on the emergence of the digital eAdvisor.

The term “eAdvisor” was coined to refer to “a strong linkage between the use of technology and advisor success metrics.” The case to become an eAdvisor is strong: eAdvisors” have nearly 40% higher AUM, serve 55% more clients and are more satisfied with their careers.* In this session, we explain what it takes to join this elite group and how you can prepare to be known as an eAdvisor.

In this action-packed educational webinar, Neal Quon from QuonWarrene moderates with Corey Westphal of Mobile Assistant and Maggie Crowley of Advisor Websites, for a candid discussion on what eAdvisors are doing differently to achieve success.

Click here to watch at Advisor Websites

Watch this replay and learn:

  • The psychology behind creating a eAdvisor-centric practice
  • eAdvisor quick wins that set you on a path to success
  • How to identify the right pieces of technology for your practice
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Blane Warrene

Recognized as an industry leader in financial services business development and technology, Blane has worked in progressive roles in operations, technology and compliance in the industry. He co-founded Arkovi Social Media Archiving in 2009 with Carl Cline and Tyson Lowery - successfully raising capital and delivering a modern software as a service solution for business use of social media. Blane also co-founded QuonWarrene with Neal Quon in 2009. In October 2012 Arkovi was acquired by RegEd. Blane continues to advise companies via QuonWarrene. In addition, Blane is a sought-after speaker and panelist at industry and corporate conferences where he brings a fresh and innovative approach to business issues. An avid blogger and well known on twitter, @blano, he is actively engaged in social media providing thought leadership in compliant communications. Blane serves as a board member for the Dennison Railroad Depot Museum, an Ohio national historic landmark.

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