Arielle Minicozzi
As a certified Zapier expert and lover of all things tech, Arielle has been called the "automation queen" by colleagues and clients.
Arielle has given numerous presentations for various financial advisory and related organizations.
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Signature Presentations
Essential technology and automation tips for RIAs years 0-2
Covers the top 10 action items advisors should be focusing on in the first two years of launching their firm including organizational tactics, marketing, building their tech stack and basic automations they can use.
Automating for RIA growth and scaling in years 2-5
Covers the top 10 action items advisors should be focusing on in the years 2-5 of their firm lifecycle including organizational tactics, enhancing their tech stack and more advanced automations they can use with a focus on scaling and growth.
Systems and automation tactics for mature RIAs
Covers the top 10 action items advisors should be focusing on in years 5+ of their firm life cycle, including organizational tactics, enhancing their tech stack, and more advanced automations they can use with a focus on retaining ongoing client relationships, improving customer experience and analyzing areas of opportunity within their internal team.
