With the rise of robo-advisors and AI-driven investment management, it’s clear that technology isn’t just a tool—it’s a game changer.
As these tools grow, they challenge traditional roles but offer immense opportunities for those ready to adapt. To stay competitive, especially with the valuable yet often overlooked SMB clients, embracing digital transformation is crucial. With intergenerational wealth transfer on the horizon, advisors must offer personalized, tech-enhanced strategies to thrive. Join our webinar to learn how integrating the right tech into your services can provide deeper insights and more efficient portfolio management that will truly set you apart.
This webinar will cover:
- Mastering the Integration of AI: Enhance decision-making and efficiency by incorporating AI into your advisory model
- Unlocking SMB Potential: Engage and retain SMB clients to tap into their long-term potential
- Enhancing Client Relationships: Use digital tools to deepen client relationships throughout their M&A journey
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
Sponsored by
Matt Beecher
Chief Revenue Officer
interVal
Shannon Rosic - Moderator
Director of WealthStack Content & Solutions
WealthManagement.com
