A Day in the Life of a Financial Advisor: Best Practices

PRESENTER: Igor Jonjic Senior Product Manager, Advice Solutions Fiserv, Investment Services	MODERATOR: David Lenok Senior Wealth Planning Editor WealthManagement.com

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!

Not able to attend? Register anyway! We'll send you a link to the webinar archive so you can view it at your own convenience.

*CFP, CIMA, CPWA, and NAEPC CE Credits have been applied for and are pending approval.