CE DIGITAL FORUMS

• Advisor Technology • Asset Management • Marketing
• Practice Management • Wealth Planning

Asset Management:
The Changing Opportunity

Tuesday, November 17 | Start Time 3:00 pm EDT | 12:00 pm PDT

Panel 1: Value in a Zero Commission World (3:00 – 3:30 pm EDT)
Explains how financial advisors can differentiate themselves and quantify their value to clients and prospects when many of the same services they offer are increasingly available from robo-planners and large financial services companies. REGISTER

Panel 2: Service, Support and Solutions for Financial Advisors (3:45 – 4:15 pm EDT)
Presents insights from three investment firms that take decidedly different approaches to improving the business practices and investor outcomes for advisors—including ways to engage with clients that improve the value they assign to their advisor relationships. REGISTER

Panel 3: ESG Investing Trends (4:30 – 5:00 pm EDT)
Explores the increasing appeal of ESG with investors—and the many ways advisors can adopt ESG investments to reflect client values, deepen relationships, differentiate their practices, and engage in more valuable, meaningful touchpoints and conversations. REGISTER