Financial wellness: Implications and opportunities for advisors
View as Web Page | | | | | | | Learn more with this web seminar. | | | | | | | |
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| | | | | | | Financial wellness: Implications and opportunities for advisors
Oct. 20, 2020 | 2 PM ET/11 AM PT | | | | Hello Voornaam, | | | | The interest in financial wellness programs is steadily growing, especially in the workplace, driven by rising consumer needs and accelerated by the pandemic. But what does this mean for financial advisors, and how can they expand their services to support employees and clients? Join us as we discuss and define the emerging financial wellness marketplace and how advisors are positioning their practices to address clients’ entire households and the segments of clients they support. | | | | Discussion topics include: | | | | Defining financial wellness and the household services provided Trends driving the demand for advice and key advisor challenges/opportunities How financial advisors are supporting holistic advice The critical role of digitalization for successful client experiences |
| Register Now | | | Speaker
Dennis Gallant
Senior Analyst
Aite Group | | | Speaker
Heather Brown
Senior Product Manager
Envestnet | Yodlee | | | Moderator
David Adler
Wealth Management &
Behavioral Finance Expert | | |
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