With the rise of digital advice and regulatory scrutiny driving an increased demand for transparency, today’s advisors face unique challenges in client acquisition and retention.
SS&C Advent Senior VP Steve Leivent describes how Black Diamond assists advisors with their client experience and some of the biggest challenges they face.
Providers within and outside the advisory industry offer data of how the remote work environment has shifted client outreach and the greatest threats it faces.
If you’re like most advisors, you’re settled in with a basic plan in place to work from home. Join us for this timely webinar and discover how leading firms are turning industry challenges like COVID-19 shelter-in-place mandates into a competitive advantage.
