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| | | | | | | The need for trust and transparency in changing times
Apr 29, 2020 | 2 PM ET/11 AM PT | | | | Hello Voornaam, | | | | Trust and transparency have always been the cornerstone of wealth management. Today, in a time of COVID-19, clients are more reliant upon their advisors for trusted advice than ever. Advisors and their firms face the challenge of working from a home environment and creating compliant communications. The upcoming deadline for the implementation of SEC Regulation Best Interest had already put pressure on the industry, even before the pandemic. | | | | How can advisors engage clients differently – and better – given this new digital reality? In this webinar, see how Salesforce can help firms respond to this new landscape with practical steps to better connect with their clients. |
| Register Now | | | David Adler
Wealth Management & Behavioral Finance Expert
(Moderator) | | | Colleen Bell
EVP Operations, Chief Fiduciary Service Officer
Cambridge Investment Group
(Speaker) | | | Kerry Ryan, Certified Private Wealth Advisor (CPWA(R))
Director, Global Go to Market, Wealth & Asset Management
Salesforce
(Speaker) | | | Addison Faul
Lead Solution Engineer
Salesforce
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