Unlocking Tech Tools: Boost Client Relations & Growth Opportunities


On-demand viewing

Cost: Free

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As an advisor, your days are busy juggling data, client reports, meetings, prospecting, portfolio management and other business tasks. Tech tools and client communications, though demanding, don’t need to be overwhelming and should help leverage business growth opportunities.

Join this conversation as a panel of experts provides tips and best practices to optimize your tech resources for business growth. Learn to optimize platform tools, social-media networks, and your own time to improve relations with existing clients while adding new ones.

Join this webcast 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

Featured Speakers:

 Janet Janet Levaux,
Investment Advisory Group Event Moderator
Janet is Editor in Chief of Investment Advisor and Research on Wealth magazines. Research has been a Neal Award Finalist for the past two years and has received multiple awards from the New York Society of CPAs.
 joel.bruckenstein Joel P. Bruckenstein, CFS, CMFC, CFP®
Technology Tools for Today (T3) — formerly Virtual Office News
Joel is an internationally recognized expert on applied technology for financial professionals and Publisher of Technology Tools for Today (T3) — formerly Virtual Office News, now dubbed the T3 Tech Hub (www.T3TechnologyHub.com).Joel has for more than twenty years advised financial service firms of all sizes on improving their technologies, processes and workflows. A prolific writer, Joel contributes regularly to a variety of industry publications. He is the co-author of three books: Virtual Office Tools for a High Margin Practice, Tools and Techniques of Practice Management, and Technology Tools for Today’s High Margin Practice.
  Timothy D. Welsh, CFP ®,
President, CEO,
Nexus Strategy, LLC
Timothy is President, CEO and founder of Nexus Strategy, LLC, a leading consulting firm to the wealth management industry. Nexus Strategy’s primary focus is working with leading organizations to best market their products and services to the independent advisor community. Prior to founding Nexus Strategy, Tim was Director of Business Consulting Services for Schwab Advisor Services where he led the development and marketing of practice management resources for independent advisors. While at Schwab, Tim also held senior roles in Strategy, Marketing, Advertising, PR and Industry Content development. Prior to joining Schwab, Tim was vice president at Merrill Lynch where he was responsible for marketing, product development and financial advisor training for the financial planning group. Tim holds the Certified Financial Planner, CFP ® designation and is an active member of the Financial Planning Association (FPA), serving in a leadership role on a number of task forces, committees and as a past elected member of the National Board of Directors.
 doug_mcphail Doug McPhail,
Director, Solutions Consulting,
SS&C Advent
Doug is a Director of Black Diamond’s Solutions Consulting area at SS&C Advent and has been with Black Diamond since 2011. Solutions Consulting focuses on becoming the bridge between the evaluation and implementation of the Black Diamond solution. This process includes working with advisors to outline and document solution requirements and demonstrate the unique capabilities of the Black Diamond platform.