Empower Advisors to Connect with New Generations, Ensuring Future Growth for Your Practice
| | | Boost Client Acquisition and Retention: Leveraging CRM for Growth |
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| | DATE:
Thursday
July 25, 2024 |
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| | TIME:
2:00 PM ET
11:00 AM PT |
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Financial advisors face a critical challenge: embracing new technologies to stay relevant with younger, tech-savvy clients. Even though 70% of new business is referral-based, 81% of consumers first turn to online research, highlighting the need for robust CRM systems.
In our upcoming webinar, Tim Welsh, President & Founder of Nexus Strategy, will be joined by James McClenahen, CFA, Sr. Director of Product Development, and Kyle Fleming, Sr. Manager of Product Management, of SS&C Advent, to share how a robust CRM can easily impact a firm’s growth strategy. They will reveal how easy-to-adopt CRM technology can empower advisors to connect with new generations who value personal advice and digital convenience to attract and retain clients, ensuring sustainable growth for your practice.
During this webinar, you will gain valuable insights, including how to:
Leverage a CRM solution to meet younger prospects and clients where they are now—when they are starting to accumulate assets. Lower the cost of advice and decrease the cost of retention. Develop new ways to invest in future growth by mining client data that offers insights into client needs. Deploy a CRM platform and improve the onboarding process, collect more robust data, and create a personalized experience. |
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CIMA®, CPWA®, and AEP® CE Credits have been applied for and are pending approval.
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| | | Kyle Fleming, CFA Senior Product Manager SS&C Advent |
| | | Timothy D. Welsh, CFP President, CEO and Founder Nexus Strategy, LLC |
| | | James McClenahen Director, Product and Development SS&C Salentica |
| | | Shannon Rosic - Host Director of WealthStack Content & Solutions WealthManage-ment.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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