Earn CE Credit | Attract, Engage & Retain Clients: RSVP to Learn More!
| | | How to Make Financial Literacy Your Most Powerful Marketing Tool |
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| | DATE:
Thursday
April 10, 2025 |
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| | TIME:
2:00 PM ET
11:00 AM PT |
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Today’s investors aren’t just looking for advisors—they want trusted educators who can simplify complex financial concepts and guide them toward smarter decisions. While 42% of investors value financial literacy from their advisors, only 4 in 10 advisors provide personalized financial education.
Join our educational webinar with experts at Broadridge's AdvisorStream, as they discuss how financial literacy can be your greatest competitive advantage in attracting, engaging, and retaining clients.
What You’ll Learn: Positioning Yourself as an Educator: How top advisors are winning trust through financial education Bridging the Investor Knowledge Gap: Key insights from a recent Dow Jones Study on what clients truly want Overcoming Content Challenges: How to personalize and deliver timely, relevant financial education Engaging the Next Generation of Investors: Strategies to connect with Millennials, Gen Z, and client families to secure long-term AUM
Don’t miss out on this key opportunity to deepen client relationships and grow your practice with financial knowledge. |
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| Hope to see you there!! Chris @ Wealth Management | | EARN CE CREDIT | CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been approved for (1) credit hour.
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| | | Kristy Smith Moderator General Manager Broadridge |
| | | Jason Pereira Partner & Senior Financial Planner Woodgate Financial |
| | | Yohance Harrison Founder, CEO Money Script Wealth Management |
| | | Diana Britton Managing Editor WealthManagement.com |
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| Not able to attend the live event? | | 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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