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Date: Thursday, September 28, 2023 Time: 2 pm ET | 11 am PT Cost: Complimentary Sponsored by: SS&C Black Diamond When searching for a path to achieve their goals, clients may look for a one-stop shop, and it’s no different when it comes to their financial goals. Providing financial planning services helps advisors differentiate themselves amidst commoditized investment management offerings, and holistic advice shows clients that you value their goals by using a top-down approach. We’ll discuss methods of providing comprehensive advice, such as utilizing insurance marketplaces, which can be integrated with financial planning capabilities to enable advisors to manage a holistic approach, achieving the elusive scale the industry seeks. Join this complimentary webcast to discover insights into the benefits of holistic financial planning, as well as key challenges advisors may face. You’ll learn:
Speaker: Mike Persin | Senior Manager, Product Management | SS&C Black Diamond |
Holistic Financial Planning: Opportunities In Industry Shifts
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Date: Thursday, September 28, 2023 Time: 2 pm ET | 11 am PT Cost: Complimentary Sponsored by: SS&C Black Diamond When searching for a path to achieve their goals, clients may look for a one-stop shop, and it’s no different when it comes to their financial goals. Providing financial planning services helps advisors differentiate themselves amidst commoditized investment management offerings, and holistic advice shows clients that you value their goals by using a top-down approach. We’ll discuss methods of providing comprehensive advice, such as utilizing insurance marketplaces, which can be integrated with financial planning capabilities to enable advisors to manage a holistic approach, achieving the elusive scale the industry seeks. Join this complimentary webcast to discover insights into the benefits of holistic financial planning, as well as key challenges advisors may face. You’ll learn:
Speaker: Mike Persin | Senior Manager, Product Management | SS&C Black Diamond |
