New Tech Tools Designed to Help You Win Clients and Influence Investors Investment professionals and financial advisors have become part of the conversation in homes and offices around the country. Today, driven by financial insecurities brought on by the pandemic, they are poised to acquire clients from every demographic group as never before as well as reengage with current clients.
Join us for this timely webinar where we’ll provide insight into the latest expectations of investors—from Gen Zers to Baby Boomers—and describe new technology for providing a competitive advantage to acquire, retain and build trust. Learn more.
Topics covered will include: - Building trust in an untrustworthy climate
- Analyze automation strategies used by business management firms.
- Winning the competitive advantage
CFP, CIMA®, CPWA®, and AEP® CE Credits have been applied for and are pending approval. | 
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