How do you find the right clients, get to know them well, and quickly begin to help move them towards their financial goals? Once you have established a true advisor-client relationship, how do you react to sudden macro events or personal life events? What is the difference between a canned and personalized digital experience?
Now more than ever, time is a valuable commodity for advisors and clients alike. You want to maximize efficiency and your clients want communications that are relevant, meaningful and reassuring.
The right technology has the power to help you strengthen the client experience and build trust through lasting client relationships. In this session, leaders from the award-winning Black Diamond® Wealth Platform will discuss how you can deliver a transformative advisor-client experience that exceeds growing client expectations without adding operational costs. During this session, you will learn how you can:
- Build trust from day one
- Streamline onboarding
- Develop your client’s financial picture – past, present, and future
- Establish continuity between in-person and digital engagements
CFP, CIMA®, CPWA®, and AEP® CE Credits have been applied for and are pending approval.
VP Product Management
Black Diamond Wealth Platform, SS&C Advent
David Armstrong - Moderator
Editor-in-Chief and Executive Director of Content and User Engagement