Bridging the Gap: Aligning Advisor Performance with Investor ExpectationsBridging the Gap: Aligning Advisor Performance with Investor Expectations
Wednesday, January 29, 2025 | 2:00 PM ET
January 8, 2025
Date: Jan 29, 2025
Duration: 1 Hr
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Sponsored by BNY Pershing
This WMIQ webinar will explore the dynamic relationship between financial advisors and high-net-worth (HNW) investors in the wealth management industry. Drawing from comprehensive research by WealthManagement.com and BNY Pershing, we'll provide actionable strategies to help financial advisors bridge the gap between their performance and investor expectations. Join us to discover how to enhance your service offerings, strengthen client relationships, and stay competitive in the evolving wealth management landscape.
Key Takeaways:
Understand the perception gap between advisor confidence and investor satisfaction, and learn strategies to align your services with client expectations better
Gain insights into the growing demand for personalized advice, particularly in areas such as risk management, estate planning, and tax strategies for HNW clients
Learn how to leverage digital tools and enhance your technological offerings to improve client experience and meet the increasing demand for self-service options
Discover the importance of proactive communication, transparency, and comprehensive long-term financial strategies in building trust and fostering stronger client relationships
CFP (live event only), CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been approved for (1) credit hour.
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