Wealthmanagement Email Newsletter: Colleague, you're invited! BeFi, AI, Oh My! Why Client Engagement Matters in the Digital Age (August 6, 2024)

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BeFi, AI, Oh My! Why Client Engagement

Matters in the Digital Age

DATE:
Tuesday
August 27, 2024

TIME:
2:00 PM ET
11:00 AM PT

1 CE Credit

As an advisor, you understand that client satisfaction is paramount. While performance is certainly a key factor, the evolving needs of clients and what they value in an advisor extend beyond just financial results. But, finding enough time in the day to truly focus on your clients can be challenging, and that’s where technology can help.

This webinar will provide you with practical insights and actionable strategies to create a seamless blend of technology and personal engagement in your practice. Join Brian McLaughlin and Dr. Daniel Crosby from Orion as they explore how to utilize tools, solutions, and analytics to gain deeper insights into client needs, preferences, and behaviors, enabling you to deliver more personalized and impactful advice.

During this webinar, you'll learn about:

Leveraging behavioral finance: Improve client interactions by understanding decision-making.
Utilizing AI and analytics: Tailor financial advice for improved client satisfaction.
Driving Digital growth: Use data and tech to drive growth and improve efficiency.

EARN CE CREDIT

CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits are available.

1925-OAT-8/1/2024

Featured Speakers

Brian McLaughlin

President

Orion Advisor Technology

Dr. Daniel Crosby

Chief Behavioral Officer

Orion

Shannon Rosic - Host

Director of WealthStack Content & Solutions

WealthManagement.

com

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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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Colleague, you're invited! BeFi, AI, Oh My! Why Client Engagement Matters in the Digital Age

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