Earn CE Credit | Tech-enhanced strategies to thrive

Tech and Human Insight:

Winning SMB Clients with AI

DATE:
Thursday
October 17, 2024

TIME:
4:00 PM ET
1:00 PM PT

With the rise of robo-advisors and AI-driven investment management, it’s clear that technology isn’t just a tool—it’s a game changer.

As these tools grow, they challenge traditional roles but offer immense opportunities for those ready to adapt. To stay competitive, especially with the valuable yet often overlooked SMB clients, embracing digital transformation is crucial, and advisors must offer personalized, tech-enhanced strategies to thrive. Join our webinar to learn how integrating the right tech into your services can provide deeper insights and more efficient portfolio management that will truly set you apart.

This webinar will cover:

Mastering the Integration of AI: Enhance decision-making and efficiency by incorporating AI into your advisory model
Unlocking SMB Potential: Engage and retain SMB clients to tap into their long-term potential
Enhancing Client Relationships: Use digital tools to deepen client relationships throughout their M&A journey

CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits

have been applied for and are pending approval.

Matt Beecher

Chief Revenue Officer

interVal

Shannon Rosic - Moderator

Director of WealthStack

Content & Solutions

WealthManagement.com

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