As a consultant, you understand that customer satisfaction is paramount. While performance is certainly a key factor, clients' evolving needs and what they value in an advisor extend beyond just financial results. But finding enough time in the day to really focus on your customers can be challenging, and that's where technology can help.
This webinar will provide you with practical insights and actionable strategies to create a seamless blend of technology and personal engagement in your practice. Join Brian McLaughlin and Dr. Daniel Crosby from Orion as they explore how to use tools, solutions and analytics to gain deeper insights into customer needs, preferences and behaviours, enabling you to deliver more personalized and impactful advice.
Sign up to learn about:
- Using Behavioral Finance: Understand how behavioral finance principles can provide deeper insights into customer decision-making processes and improve customer interactions.
- Leveraging AI and analytics: Discover how AI and advanced analytics can identify patterns and preferences, allowing for more tailored financial advice and enhanced customer satisfaction.
- Driving Growth in the Digital Age: Learn how to effectively integrate data and technology into your practice to drive growth, improve efficiency, and stay ahead in a rapidly evolving financial landscape.
1925-OAT-8/1/2024
CIMA®, CPWA®, CIMC®, RMA® and AEP® CE credits are available.
Sponsored by
Brian McLaughlin
President
Orion Advisor Technology
Dr. Daniel Crosby
Chief Conductor
Orion
Shannon Rosic – Host
WealthStack Director of Content and Solutions
WealthManagement.com