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Staying Profitable While Expanding Your Service Offering

Available On Demand

In today’s more competitive and challenging environment, clients are expecting more and more from their financial advisor. At the same time, fees are staying constant, creating margin compression in many advisory firms. So, how do you protect your margins while expanding your service models to better attract and retain high net worth clients? 

Join us to learn from industry experts and leading advisory firms how they are leveraging the latest technologies to streamline key workflows for family office-level services, including automating clients’ bill-paying – a highly sought-after service offering. Real world examples from top wealth management and family office firms will provide actionable takeaways for how you can future-proof your business, expand your service offering while maintaining profitability.

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

Sponsored by



Timothy D. Welsh, CFP®
President and Founder
Nexus Strategy, LLC


Brandon Roth
Sr. Manager, Technical Marketing


Davis Janowski - Host
Technology Editor