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Practice Management > Marketing and Communications > Client Outreach

Bruckenstein, Welsh to Offer Top Tech Tips for Advisors

By Janet Levaux

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More than 25% of mobile devices used by employees of financial-services firms are at risk from attack by malicious hackers due to unpatched vulnerabilities, according to Symantec’s recently published Q2 Mobile Threat Intelligence Report: Mobility and Finance.

Plus, more than 15% of devices used by financial-service employee have been exposed to a malicious network, which makes planting malware and stealing information significantly easier for attackers

(We invite advisors to register now for this educational event.)

Advisors have to balance time spent on cybersecurity issues with the need to carefully review investors’ data, produce client reports, attend client meetings, do prospecting and handle other business tasks.

Joel P. Bruckenstein, the publisher of Technology Tools for Today (T3); Tim Welsh, president & CEO of Nexus Strategy; and Doug McPhail, director of Solutions Consulting at SS&C Advent will address these topics at 2 p.m. on Thursday, Nov. 2, during a free webinar entitled ”Unlocking Tech Tools: Boost Client Relations & Growth Opportunities.”

During the session, advisors will learn about ways to optimize platform tools, social-media networks and their own time to improve relations with existing clients while adding new ones. Topics covered include 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 by expanding revenue/assets or adding new clients
  •   Gain tips and best practices to keep clients top of mind

— We invite advisors to register now for this educational event.

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