Optimism is in the air for resuming normalcy in the coming months. After a year of working from home and servicing clients over the web and mobile, the pace of adopting digital technologies by financial advisors has drastically accelerated in the past 18 months and has paved the way to fundamentally transform the traditional brick-and-mortar advisory business model.
Join us for this panel of industry experts who will share the latest WealthManagement.com survey on how firm leaders are rethinking the role that digital technology will play in returning to a new normal.
Topics covered in this webinar include:
- Key trends that are impacting the advisory business model
- Digital opportunities to delight clients in person and over the web
- Technology strategies to support an efficient hybrid workforce
Sponsored by
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
Timothy D. Welsh, CFP®
President
Nexus Strategy, LLC
Linda Ding
Director of Strategic Marketing
Laserfiche
David Armstrong - Host
Editor-in-Chief and Executive Director of Content and User Engagement
WealthManagement.com
