The role of technology in the advisor’s journey through the wealth management lifecycle.
Join Fiserv and Wealthmanagement.com for a discussion on best practices in advisor technology. David Lenok, WealthManagement.com editor, moderates this discussion with advisor technology expert Igor Jonjic about the advisor’s journey with the client through the wealth management lifecycle, advisor trends and best practices.
Here’s what we’ll be talking about:
• What the advisor’s day looks like – current state
• The role of technology today
• The ideal solutions for Relationship Building, Planning, Onboarding, Servicing, Monitoring, Creating Opportunities
• Future state: A unified interconnected single platform
Don’t miss: Highlights of WealthManagement.com’s annual advisor technology study, register now!
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*CFP, CIMA, CPWA, and NAEPC CE Credits have been applied for and are pending approval.