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Boost Client Acquisition and Retention: Leveraging CRM for Growth

Thursday, July 25, 2024 | 2:00 PM Eastern Daylight Time

Financial advisors face a critical challenge: embracing new technologies to stay relevant with younger, tech-savvy clients. Even though 70% of new business is referral-based, 81% of consumers first turn to online research, highlighting the need for robust CRM systems. In addition, studies show that as many as 88% of heirs don’t consider their parents’ financial advisor after receiving an inheritance. 

In our upcoming webinar, Tim Welsh, President & Founder of Nexus Strategy, will be joined by James McClenahen, CFA, Sr. Director of Product Development, and Kyle Fleming, Sr. Manager of Product Management, of SS&C Advent. Together, they will share how a robust CRM can easily impact a firm’s growth strategy. They will reveal how easy-to-adopt CRM technology can empower advisors to connect with new generations who value personal advice and digital convenience to attract and retain clients, ensuring sustainable growth for your practice.

During this webinar, you will gain valuable insights, including how to:

  • Leverage a CRM solution to meet younger prospects and clients where they are now—when they are starting to accumulate assets.
  • Lower the cost of advice and decrease the cost of retention.
  • Develop new ways to invest in future growth by mining client data that offers insights into client needs.
  • Deploy a CRM platform and improve the onboarding process, collect more robust data, and create a personalized experience.

CIMA®, CPWA®, and AEP® CE Credits have been applied for and are pending approval.



Kyle Fleming, CFA
Senior Product Manager
SS&C Advent

Timothy D. Welsh, CFP
President, CEO and Founder
Nexus Strategy, LLC

James McClenahen
Director, Product and Development
SS&C Salentica


Shannon Rosic - Host
Director of WealthStack Content & Solutions




TAGS: Resources