Available On-Demand

Editorial Webcast Sponsored by:

Clients have many options in how they invest and manage their financial resources. They are seeking a top-class experience from their advisors that is as engaging and easy to use as what they experience from popular consumer-based applications. Fortunately, advisors have more choices than ever across platforms– including many tools tied to investment and portfolio activities. The challenge is making a clients’ investor experience as positive as their overall client experience, ensuring it’s fully integrated, secure, flexible and intuitive. This approach will create higher client satisfaction and provide advisors better business results.

Join this complimentary webcast to discover how to attract more assets and build your practice going forward. You will learn:

  • How to meet clients’ rising expectations so that their investment experience is a key, meaningful part of their overall client experience
  • Features and formats that clients appreciate most in their investment experience and how to seamlessly integrate them
  • New ways to build a powerful and appealing experience that better pleases clients, drives more referrals and boosts business

Register Now!

This event is available for on-demand viewing. If you have previously registered click here to login using the email you registered with. 

Featured Speakers:

Lisa Asher, Senior Consultant-Consulting Services, F2 Strategy

Lisa Asher is a wealthtech innovation professional, TAMP specialist and CFA® Charterholder with expertise in the nexus of analytics, portfolio construction and financial planning. Her experience includes work for XY Investment Solutions, Clearnomics, Fragasso Financial Advisors and First Annapolis Consulting.

Tommy Marshall, Executive Director at the Georgia Fintech Academy

Tommy Marshall leads the University System of Georgia’s diversity workforce initiative for the fintech industry.  His 20-plus years of experience in financial services includes work for Accenture, Fernbank Advisors, startup incubator Advanced Technology Development Center, PriceWaterhouseCooopers, Capco and BearingPoint.

Tim Welsh, President, CEO and founder of Nexus Strategy, LLC

Tim Welsh, CFP®, is head of a leading consulting firm to the wealth management industry. Earlier, he was the director of Business Consulting Services for Schwab Advisor Services and vice president at Merrill Lynch, where he was responsible for marketing, product development and financial advisor training for the financial planning group. He is a frequent contributor to ThinkAdvisor.