Improving the advisor and client experience to drive growth in difficult times.
In tough market conditions, there’s a tendency for advisory and wealth management firms to lose sight of the future in favor of focusing on the here and now — especially when it comes to investing in people and technology.
While getting through a recession is important, how firms use this period of time is just as crucial. View the recording for this live panel session to see how the right technology partners can help firms build an evergreen client and advisor experience.
In this session, learn how: