In today’s more competitive and challenging environment, clients are expecting more and more from their financial advisor. At the same time, fees have remained stagnant, reducing margins in many advisory firms. So, how do you protect your margins while expanding your service model to better attract and retain high net worth customers?
Join us to learn from industry experts and leading consulting firms how they are leveraging the latest technologies to streamline workflows leading to family office-level services, including automating customer bill-paying – a highly sought after service offering. Real-world examples from top money management and family office firms will provide actionable avenues for how you can future-proof your business, expanding your service offering while maintaining profitability.
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE credits have been applied for and are pending approval.
Timothy D. Welsh, CFP®
President and Founder
Nexus Strategy, LLC
Davis Janowski – Host