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New Tech Tools Designed to Help You Win Clients and Influence Investors

Available On Demand

Investment professionals and financial advisors have become part of the conversation in homes and offices around the country. Today, driven by financial insecurities brought on by the pandemic, they are poised to acquire clients from every demographic group as never before as well as reengage with current clients. 

Join us for this timely webinar where we’ll provide insight into the latest expectations of investors—from Gen Zers to Baby Boomers—and describe new technology for providing a competitive advantage to acquire, retain and build trust. Topics covered will include:

  • Building trust in an untrustworthy climate
  • Demographic acquisition strategy
  • Winning the competitive advantage

Sponsored by




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

Randy Jones
Director of Product Management
Zephyr, an Informa Company


Ryan Nauman
Market Strategist
Zephyr, an Informa Company


Franklin Tsung
Growth Advisor


David Armstrong - Host
Editor-in-Chief and Executive Director of Content and User Engagement