Gain Continuing Education Credit: Elevating Wealth Management through Webinar on Fueling Revenue Growth and Enhancing Client Engagement via Digital Transformation.
In today’s rapidly changing environment, wealth management firms must prioritize investing in digital technology platforms and tools that will boost revenue and enhance client engagement.
But embarking on a digital transformation journey could be a daunting project for a firm. This webinar will offer a deep dive into the key steps that firms and advisors can take today to jumpstart and accelerate their digital transformation.
Hear a case study where a client will share their approach and experience, what benefits were gained, lessons learned, as well as some of the best practices. You’ll walk away with a plan to tackle transformation in an approachable way.
Director of Editorial Strategy and Operations for the Wealth Management Group
WealthManagement.com
Kevin Darlington
General Manager
Head of Broadridge Advisor Solutions
Paul Horrocks
SVP
LPL Business Services
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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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