Register for our Exclusive Webinar!
| | HOST Davis Janowski
Senior Technology Editor WealthManagement.com
| | | Wednesday March 29, 2023 2:00 PM ET 11:00 AM PT |
| | What Advisors Really Want From Their Tech It may be a bear market, but with thousands of people retiring each day - and growth and income in short supply - the need for professional financial advice has never been greater. But clients want more from their advisors; advisors want more from their firms; and the firms, too, want more from their advisors. This is where wealthtech plays a pivotal role. 2023 is poised to be the year of advisor productivity to meet this growing demand, so how can advisors utilize technology to drive growth, and ultimately, a better client experience? The panel will discuss: The role of technology in changing and improving client experiences Why extensible technology solutions are table stakes What technologies are changing the wealth management industry the most Why having a quality tech stack is essential for businesses How advisors can deliver personalized advice in the digital age CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval. | |
| | MODERATOR Shannon Rosic Director of WealthStack Content & Solutions
WealthManagement.com | |
| | PRESENTER H. Adam Holt, CFP®, ChFC® CEO & Founder
Asset-Map Holdings | |
| | PRESENTER Jud Mackrill Co-founder
Milemarker, Inc. | |
| | PRESENTER Michael Lecours, CFP® Co-Founder
fpPathfinder | |
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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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