Articulating Your Value Through a Next-Gen Client Experience

Date: Tuesday, September 24, 2019

Time: 2 pm ET | 11 am PT

Cost: Complimentary

Sponsored by: Orion Advisor Tech

In today’s competitive digital landscape, your clients want the same enhanced experiences they receive from other digital brands—and financial services is no exception

Join this complimentary webcast to learn how to not only meet your clients’ expectations, but surpass them with a next-level experience that stands out amongst the competition.

You will discover how to:

• Innovate your client engagement tactics beyond the client portal
• Deliver the planning-driven experience your clients want
• Showcase your advice alpha by seamlessly connecting your clients’ investment goals and strategies

Speakers:

Hussain Zaidi | President of Financial Planning Solutions | Advizr, Inc.
Brian Morgan | Product Director of Financial Planning | Advizr, Inc

Request Free!