Clients’ needs are rapidly changing. Technological advancements, combined with economic and demographic changes are disrupting wealth management. How can advisors and family office firms effectively navigate the changing landscape—and what new capabilities should they adopt to become the digitally enabled 'trusted' wealth advisor of the future?
Don’t miss the opportunity to attend this webinar, where we’ll talk about:
- The evolving role of wealth advisors/family office firms and how COVID and other external forces have accelerated these changes
- Key factors to consider when it comes to digitally transforming the wealth management workforce
- What are the top technology solutions to consider implementing
- How to seize the opportunity to meet their clients where they are
Sponsored by
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
Theodora Lau
Founder
Unconventional Ventures
Bill Sullivan
Advisory Board Member
Ascent Private Capital Management
David Armstrong - Moderator
Editor-in-Chief and Executive Director of Content and User Engagement
WealthManagement.com
