Discover Tech-Enhanced Strategies to Boost Client Engagement | Earn CE Credit
| | | Tech and Human Insight: Winning SMB Clients with AI |
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| | DATE:
Thursday
October 17, 2024 |
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| | TIME:
4:00 PM ET
1:00 PM PT |
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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, and 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 |
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| EARN CE CREDIT | | CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been approved for (1) credit hour. | | |
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| | | Matt Beecher Chief Revenue Officer interVal |
| | | Shannon Rosic - Moderator Director of WealthStack Content & Solutions WealthManagement.com |
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| Not able to attend the live event? | | Archived versions of webinars from WealthManagement.com are available for viewing On Demand shortly after broadcast. Register today and you will receive an email with login instructions as soon as the replay is available. |
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