Date: Wednesday, November 17, 2021 Time: 2pm ET | 11am PT Cost: Complimentary Editorial Webcast Sponsored by: BNY Mellon Pershing Clients have many options in how they invest and manage their financial resources. They are seeking a top-class experience from their advisors that is as engaging and easy to use as what they experience from popular consumer-based applications. Fortunately, advisors have more choices than ever across platforms– including many tools tied to investment and portfolio activities. The challenge is making a clients’ investor experience as positive as their overall client experience, ensuring it’s fully integrated, secure, flexible and intuitive. This approach will create higher client satisfaction and provide advisors better business results. Join this complimentary webcast to discover how to attract more assets and build your practice going forward. You will learn:
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