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Trust the Process: Strengthening client loyalty with the right mix of tech, security and automation

Wednesday, October 27, 2021 | 2:00 PM Eastern Daylight Time

The rise in work-from-home and remote client meetings have made it apparent that technology and automation are at the forefront of considerations for client communication and happiness. Keeping teams and clients focused, on-track, and motivated, while navigating through current events and anticipating upcoming changes is more challenging than ever.

Leading business managers with high-net-worth entertainment and sports clients will share how they are keeping their teams motivated and on track, how they are building their own tech environment and processes, and making their own internal processes more secure and efficient.

In this webinar, you’ll learn and hear about the following:

  • Identify how advisors are analyzing and improving their technology stack and processes.
  • Analyze automation strategies used by business management firms. 
  • Compare procedures used by other business management firms regarding the interaction between staff and clients during the Covid-19 pandemic. 
  • Assess security strategies used by business management firms to keep client and team information protected

Sponsored by



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

Matthew Hoffman - Moderator
Trusted Advisor


Nicholas Judd
Co-Founder and CEO


Tate Henshaw
Co-Founder and COO
Arc Management


Babette Campbell
Armanino LLP


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