Technology, Financial Professionals, And Client Engagement

Technology, Financial Professionals, And Client Engagement
Dennis Gallant
02/19/16 4 PM EST
Live CPA
Program Id: 143731315
4.7
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Just 3% of advisors use Facebook "all the time" to serve and support clients, while 11% use Dropbox, 15% use online meetings, 23% use their website, and 25% use Office 365 to serve and support clients "all the time."

 

That's one nugget in a treasure trove of competitive intelligence you'll gain at this unusual webinar.

 

A4A has partnered with GDC Research and Dennis Gallant, an independent market research expert who has studied advisors for over 25 years, to create a series of studies providing A4A members with data about practice management and trends in running a professional financial advice practice.

 

To attend this session, you must fill in this survey. In exchange for spending 12 minutes to do so, we will give you this 56-slide presentation and script, a $300 value, for free.

 

This session will cover:

 

Changing client and prospect engagement preferences

Perspectives on serving clients remotely through digital tools

Use of robo/digital advice

Investor receptivity, capabilities and features that are most appealing

Digital advice models most likely to succeed

Better positioning of advisor practices in the digital marketplace

 

GDC Research is a research and consulting firm providing actionable and customized solutions for broker dealers, asset managers, banks, insurance firms, and other providers in the financial services marketplace. Our services include consulting, market research, competitive analysis, tactical and strategic planning, with expertise covering key trends in the asset management, retirement, financial advisor, and wealth management marketplaces.

 

This webinar is eligible for live CPA CPE credit.


More than 50 hours of CFP® CE credit and more than 100 hours of Investments & Wealth Institute® credit on replays available 24/7 to paying members ($120 annually) of
Advisors4Advisors.com. CPAs are eligible to receive CPE for attending live webinars only. To learn how to receive continuing professional education credit viewing webinar replays, please see our detailed instructions.

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