Financial advisors face a critical challenge: embracing new technologies to stay relevant with younger, tech-savvy clients. Although 70% of new business is based on referrals, 81% of consumers first turn to online research, highlighting the need for robust CRM systems. In addition, studies show that up to 88% of heirs do not consider their parents' financial advisor after receiving an inheritance.
In our next webinar, Tim Welsh, President and Founder of Nexus Strategy, will be joined by James McClenahen, CFA, Sr. Director of Product Development and Kyle Fleming, Sr. Product Management Manager, SS&C Advent. Together, they will share how a powerful CRM can easily impact a firm's growth strategy. They will discover how easy-to-adopt CRM technology can empower advisors to connect with new generations who value personal advice and digital convenience to attract and retain clients, ensuring sustainable growth for your practice .
During this webinar, you will gain valuable knowledge, including how to:
- Use a CRM solution to meet younger prospects and customers where they are now—when they're starting to accumulate assets.
- Reduce the cost of consulting and reduce the cost of retention.
- Develop new ways to invest in future growth by mining customer data that provides insight into customer needs.
- Deploy a CRM platform and improve the onboarding process, collect stronger data and create a personalized experience.
CIMA®, CPWA® and AEP® CE credits have been applied for and are awaiting approval.
SPONSORED BY
Kyle Fleming, CFA
Senior Product Manager
The arrival of SS&C
Timothy D. Welsh, CFP
President, CEO and Founder
Nexus Strategy, LLC
James McClenaghan
Director, Product and Development
SS&C Salentica