How the advisor will look to move beyond offering investment advice.
View as Web Page | | | | | | | | | | | | Drive business growth and productivity as an augmented advisor
Jul. 15, 2020 | 2 PM ET/11 AM PT | | | | Hello Voornaam, | | | | Despite current market volatility, global wealth is on the rise and more individuals are seeking professional financial advice. Yet, advisor headcount remains flat, and in some markets, is decreasing, causing advisors to focus on increased productivity, collaboration and marketing tools to refine their value proposition. | | | | In this webinar, learn: How the evolution of the client-advisor relationship will change Steps that advisors should take now to address this evolution How the advisor will look to move beyond offering investment advice and assume the role of a "Financial Life Coach" |
| Register Now | | | Speaker
Kerry Ryan
Certified Private Wealth Advisor (CPWA®)
Director, Global Go to Market, Wealth & Asset Management
Salesforce | | | Moderator
David Adler
Wealth Management &
Behavioral Finance Expert | | |
|
| | |
|
| | |
| |
| | | | |
| SourceMedia, Inc. dba as Arizent is pleased to be able to offer CFP CE credit for this web session.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER(tm) and federally registered CFP in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
|
| | |
| |
| | |
|
- - - - - - - - - - - - - - - - - - - - - - - - - |
|
