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Empowering Financial Advisors:

Mastering Digital Communication and CX

DATE:
Tuesday
August 22, 2023

TIME:
2:00 PM ET
11:00 AM PT

DURATION:
60min

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.

EARN CE CREDIT

CIMA®, CPWA®, and AEP® CE Credits

have been applied for and are pending approval.

Featured Speakers

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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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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