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Boost Client Acquisition and Retention:

Leveraging CRM for Growth

DATE:
Thursday
July 25, 2024

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

DURATION:
60min

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.

Hundreds of your peers have already RSVPd. Will you be joining us as well?

✔️ YES, I'll see you TOMORROW at 2 PM EDT!

❌ Not available, but send me the recorded version!

CIMA®, CPWA®, and AEP® CE Credits

have been applied for and are pending approval.

Featured Speakers

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

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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July 24, 2024 12:01pm
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Live Tomorrow | Empower Your Firm and Ensure Growth with Easy-to-Adopt CRM Solutions

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