Increase your client engagement post-COVID.
| | Sponsor content from Envestnet | Yodlee | |
| Sponsor content from Envestnet | Yodlee |
| Hello Voornaam, Pre COVID, digitized financial advice was a nice-to-have. Today, digitization is not only required, it’s essential for every successful wealth advisor and their practice. Business as usual is anything but usual, as clients seek hyper-personalized digital experiences, financial advice 24/7, and increased choices at every step of their financial journey. Join our webinar to discuss how wealth advisors can meet these rising expectations and successfully connect with clients to build trust, customize services, and grow their practice in the post-COVID world. Register for the webinar to explore:
How to use digitalization to meet client needs post COVID Best practices for customizing wealth advice and experiences Ways to broaden the scope of financial planning services How data aggregation and insights can successfully engage clients |
| | Mike Sisk | Contributing Editor
American Banker | | (Moderator) |
| | | Dennis Gallant | Senior Analyst
Aite Group | | (Speaker) |
| | | Heather Brown | Director, Wealth Product
Envestnet | Yodlee | | (Speaker) |
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| | Mike Sisk | Contributing Editor
American Banker | | (Moderator) |
| | | Dennis Gallant | Senior Analyst
Aite Group | | (Speaker) |
| | | Heather Brown | Director, Wealth Product
Envestnet | Yodlee | | (Speaker) |
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| | CFP CE credit is being offered for this webinar.** | | Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER(tm) and federally registered CFP in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. |
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| | CFP CE credit is being offered for this webinar.** | | Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER(tm) and federally registered CFP in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. |
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| Arizent is pleased to be able to offer CFP CE credit for this web session. It is imperative that you adhere to the following instructions to obtain credit. To receive the credit, you must be in attendance for the complete session. Arizent is not responsible for late arrivals or connections issues. At the end of the seminar you must input your CFP numbers to receive credit. Credit will be reflected on their respective accounts within a month from the webinar. |
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