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Intelligent Aggregation: How to Gain $2,000 Per Client in New Annual Revenue

Tuesday, August 22, 2017 | 4:15pm ET / 1:15m PT


Archived versions of webinars are available on demand 24 hours after broadcast.

The benefits of account aggregation are making it one of the most important technologies driving client satisfaction and advisor success today. When all of the client’s information is in one place, on one screen, advisors are able to provide better advice, while clients appreciate having their entire financial situation in one consolidated view. The latest industry research not only confirms these benefits, it also quantifies these results in terms of new revenues generated. Additionally, as the industry is rapidly transforming to fiduciary status, account aggregation will play an even more central role. Join us for an engaging discussion with industry experts to explore this research and learn from leading advisors how they are using account aggregation to delight clients, meet fiduciary duties and increase revenues.

Founder, CEO, and President of Nexus Strategy, Tim Welsh will be leading this webinar with participants Bill Martin, Chief Investment Officer of INTRUST, and David Benskin, CEO of Wealth Access. This webinar will enable attendees to:

• Learn the return on investment for account aggregation technology

• Understand how to use account aggregation technology to provide enhanced advice and better serve clients

• Leverage aggregation technology to enable a fiduciary process in helping clients meet their long-term planning goals.

Bill Martin
Chief Investment Officer

David Benskin 
Founder & CEO
Wealth Access

Tim Welsh
Founder & CEO
Nexus Strategy

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.

The NAEPC has approved this program for one (1) general CE credit hour for the AEP® designation program.

IMCA® has accepted Intelligent Aggregation – How to Gain $2,000 Per Client in New Annual Revenue for 1 hour of CE credit towards the CIMA® and CPWA® certifications.

Continuing Education (CE) Credits are available to participants attending the LIVE presentation only. The presentation will be recorded, but credits will not be available for playback viewing.

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