Articulating Your Value Through a Next-Gen Client Experience

Overview

Date: Tuesday, September 24, 2019

Time: 2:00 p.m. ET |11 a.m. PT

Cost: Complimentary

Sponsored by:

 

In today’s competitive digital landscape, your clients want the same enhanced experiences they receive from other digital brands—and financial services is no exception

Join this complimentary webcast to learn how to not only meet your clients’ expectations, but surpass them with a next-level experience that stands out amongst the competition.

You will discover how to:

  • Innovate your client engagement tactics beyond the client portal
  • Deliver the planning-driven experience your clients want
  • Showcase your advice alpha by seamlessly connecting your clients’ investment goals and strategies

REGISTER NOW! (Not able to attend? STILL REGISTER you will receive an email with how to access an on-demand version of the webcast)

Speakers:

Hussain Zaidi, President of Financial Planning Solutions ,  Advizr, Inc

Hussain Zaidi is the President of Financial Planning Solutions and the former CEO and co-founder of Advizr, Inc. A financial planning veteran with over 12 years of experience working with high net worth clients, Hussain was VP at Citigroup and part of a small team that focused on high net worth, executive clientele prior to his time with Advizr. In 2008, he completed his Certified Financial Planning (CFP®) certification and in 2011 he earned his Master of Business Administration from Columbia Business School. Believe it or not, Hussain is obsessed with the practice of financial planning (at an unhealthy level). Other than work, Hussain loves to play tennis and spend all of his free time with his wife and daughter.

Brian Morgan, Product Director of Financial Planning, Advizr, Inc

Brian Morgan is the Product Director of Financial Planning and a CERTIFIED FINANCIAL PLANNER™ who has been with Advizr the past two years. His focus has been improving the financial advisor and client experience to improve financial planning adoption and helping clients achieve peace of mind. Prior to joining Advizr, Brian spent seven years with Morgan Stanley as a Planning Solutions Specialist where he was responsible for Financial Planning Training and Support for the New England, Midwest and Northwest Regions.Outside of the office Brian spends his Saturday mornings playing softball but more importantly spends the rest of his time enjoying life with his high school sweetheart, now wife, and their young children.