In today's rapidly evolving financial landscape, a seamless client communication strategy and exceptional client experience are no longer optional but imperative.
Join Tim Welsh, President & Founder, Nexus Strategy, LLC, and Kyle Fleming, Product Management, SS&C’s Black Diamond® Wealth Platform, for an insightful webinar as they delve into how financial advisors are reevaluating their service models, client communication strategies, and client retention tactics to ensure the sustainability of their business.
During this event, our speakers will explore the following topics:
- Practical strategies and techniques to adapt to shifts
- The 6-steps in the client’s digital journey
- Identifying areas for improvement
From prospecting to ongoing service to generating referrals, each step of the client journey matters. We invite you to join us to learn how your firm can master digital communications.
Reserve your spot today and attend this essential webinar for financial advisors everywhere.
CIMA®, CPWA®, and AEP® CE Credits have been applied for and are pending approval.
SPONSORED BY
Kyle Fleming
Senior Product Manager
SS&C Advent
Timothy D. Welsh, CFP®
President, CEO and Founder
Nexus Strategy, LLC
Davis Janowski - Host
Senior Technology Editor
WealthManagement.com
