Empower Advisors to Connect with New Generations, Ensuring Future Growth for Your Practice

Boost Client Acquisition and Retention:

Leveraging CRM for Growth

DATE:
Thursday
July 25, 2024

TIME:
2:00 PM ET
11:00 AM PT

Financial advisors face a critical challenge: embracing new technologies to stay relevant with younger, tech-savvy clients. Even though 70% of new business is referral-based, 81% of consumers first turn to online research, highlighting the need for robust CRM systems.

In our upcoming webinar, Tim Welsh, President & Founder of Nexus Strategy, will be joined by James McClenahen, CFA, Sr. Director of Product Development, and Kyle Fleming, Sr. Manager of Product Management, of SS&C Advent, to share how a robust CRM can easily impact a firm’s growth strategy. They will reveal how easy-to-adopt CRM technology can empower advisors to connect with new generations who value personal advice and digital convenience to attract and retain clients, ensuring sustainable growth for your practice.

During this webinar, you will gain valuable insights, including how to:

Leverage a CRM solution to meet younger prospects and clients where they are now—when they are starting to accumulate assets.
Lower the cost of advice and decrease the cost of retention.
Develop new ways to invest in future growth by mining client data that offers insights into client needs.
Deploy a CRM platform and improve the onboarding process, collect more robust data, and create a personalized experience.