CE Credit Opportunity: Strengthening Advisor Success via Digital Communication and CX Proficiency.
| | | Empowering Financial Advisors: Mastering Digital Communication and CX |
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| | DATE:
Tuesday
August 22, 2023 |
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| | TIME:
2:00 PM ET
11:00 AM PT |
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In today's rapidly evolving financial landscape, a seamless client communication strategy and exceptional client experience are no longer optional but imperative.
Join Tim Welsh, President & Founder, Nexus Strategy, LLC, and Kyle Fleming, Product Management, SS&C’s Black Diamond® Wealth Platform, for an insightful webinar as they delve into how financial advisors are reevaluating their service models, client communication strategies, and client retention tactics to ensure the sustainability of their business.
During this event, our speakers will explore the following topics:
Practical strategies and techniques to adapt to shifts The 6-steps in the client’s digital journey Identifying areas for improvement | From prospecting to ongoing service to generating referrals, each step of the client journey matters. We invite you to join us to learn how your firm can master digital communications.
Reserve your spot today and attend this essential webinar for financial advisors everywhere. |
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| | | Kyle Fleming Senior Product Manager SS&C Advent |
| | | Timothy D. Welsh, CFP® President, CEO and Founder Nexus Strategy, LLC |
| | | Davis Janowski - Host Senior Technology Editor WealthManagement.com |
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| Not able to attend the live event? | | Archived versions of webinars from WealthManagement.com are available for viewing On Demand shortly after broadcast. Register today and you will receive an email with login instructions as soon as the replay is available. |
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