As an advisor, you understand that client satisfaction is paramount. While performance is certainly a key factor, the evolving needs of clients and what they value in an advisor extend beyond just financial results. But, finding enough time in the day to truly focus on your clients can be challenging, and that’s where technology can help.
This webinar will provide you with practical insights and actionable strategies to create a seamless blend of technology and personal engagement in your practice. Join Brian McLaughlin and Dr. Daniel Crosby from Orion as they explore how to utilize tools, solutions, and analytics to gain deeper insights into client needs, preferences, and behaviors, enabling you to deliver more personalized and impactful advice.
Tune in to learn about:
- Leveraging behavioral finance: Understand how behavioral finance principles can provide deeper insights into client decision-making processes and improve client interactions.
- Utilizing AI and analytics: Discover how AI and advanced analytics can identify patterns and preferences, allowing for more tailored financial advice and enhanced client satisfaction.
- Driving growth in the digital age: Learn how to effectively integrate data and technology into your practice to drive growth, improve efficiency, and stay ahead in a rapidly evolving financial landscape.
1925-OAT-8/1/2024
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits are available.
Sponsored by
Brian McLaughlin
President
Orion Advisor Technology
Dr. Daniel Crosby
Chief Behavioral Officer
Orion
Shannon Rosic - Host
Director of WealthStack Content & Solutions
WealthManagement.com
