WealthManagement.com Survey

HOST

David Armstrong
Editor-in-Chief and Executive Director
of Content and User Engagement

WealthManagement.com

Tuesday

2 PM ET

11 AM PT

Will Advisors Return to the Office? The Five Trends Driving This Decision.

Optimism is in the air for resuming normalcy in the coming months. After a year of working from home and servicing clients over the web and mobile, the pace of adopting digital technologies by financial advisors has drastically accelerated in the past 18 months and has paved the way to fundamentally transform the traditional brick-and-mortar advisory business model. 

Join us for this panel of industry experts who will share the latest WealthManagement.com survey on how firm leaders are rethinking the role that digital technology will play in returning to a new normal. Learn more.

• Key trends that are impacting the advisory business model
• Digital opportunities to delight clients in person and over the web
• Technology strategies to support an efficient hybrid workforce

CFP, CIMA^®, CPWA^®, and AEP^® CE Credits have been applied for and are pending approval.

PRESENTER

Timothy D. Welsh, CFP^®

President
Nexus Strategy, LLC

PRESENTER

Linda Ding

Director of Strategic Marketing
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