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ON-DEMAND

Is Your Advisory Business Recession-Proof?

Improving the advisor and client experience to drive growth in difficult times.

Previously Recorded

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:

  • Technology can drive greater  efficiency and client engagement during leaner times
  • The advisor experience impacts the client experience
  • Advisors can proactively engage and support clients amidst market volatility
  • Industry tech leaders are supporting firms and focusing on the client experience

Our Speakers

Paige Johnson
Director, Strategic Alliances and Partnerships
Practifi

Paige Johnson is the Director of Strategic Partnerships and Alliances at Practifi. For over 20 years, Paige has been managing business alliances and forging deeper relationships with ecosystem partners to enable strategic success. She is passionate about delivering greater opportunities and value to firms and clients in the wealth management industry.

Philipp Hecker
CEO
Bento Engine

Philipp Hecker is passionate about advice that goes beyond investing. After starting his career at Procter & Gamble and BCG, Philipp spent the past 15 years on Wall Street, in a number of senior leadership positions at Deutsche Bank and J.P. Morgan.  During this time, Philipp first-hand witnessed the power of comprehensive advice, which he is now excited to scale via the Bento Engine fintech solution.

Richard Walker
CEO and Co-Founder
QUik!

Richard Walker is the CEO and co-founder of Quik!. Having started 10 companies since age 12, published 2 books, and father to three boys, Richard empowers people to do their best work. Prior to starting Quik!, Richard was a financial advisor with Financial Network and a business consultant with Arthur Andersen. He started Quik! in 2002 to help people spend less time on paperwork and more time on what they do best.

Bento is an integrated technology and content solution that helps client-centric advisors serve all their clients and prospects with impactful advice during “Moments That Matter”. Bento plugs via APIs into your CRM, where we not only identify upcoming advice opportunities across your entire book of business, but Bento also provides you with compliance pre-approved, multi-format materials for you to leverage in rendering the advice. So that your families thrive, and your advisor practice grows.

Quik! is the industry leader in enterprise forms automation service and provides an extensive library of fillable forms. Quik! eliminates handwriting on forms which translates into fewer errors and faster processing for paper-driven actions. As an added benefit, Quik! saves a tree every hour of the day.