We’re pleased to announce our involvement with an upcoming ThinkAdvisor TechCenter webinar discussing how advisors can leverage technology to drive client relationships and firm growth. ThinkAdvisor’s TechCenter is an educational resource designed to keep advisors abreast of new tech innovations to gain a competitive edge.
Join Janet Levaux, Editor-in-Chief of Investment Advisory Group, Joel P. Bruckenstein, Publisher of Technology Tools for Today (T3), Timothy D. Welsh, President/CEO of Nexus Strategy LLC, and Doug McPhail, Director of Solutions Consulting at SS&C Advent for a webinar November 2nd.
During this free webinar, you’ll learn to optimize platform tools, social media networks, and your own time to improve relations with existing clients while adding new ones.
Join this webinar and learn how to:
- Improve time management when tackling tech-based client tasks
- Better prioritize client communications
- Automate client communication while maintaining the “high touch” relationship they value
- Enhance communication effectiveness at driving business growth
- Keep clients top of mind