Leveraging Technology to Better Serve Existing Clients and Help Discover New Ones

M (1)
3:00 PM - 4:00 PM
In this session, industry thought leaders Joel Bruckenstein, Andrew Altfest, and Suzanne Siracuse will discuss the various ways in which technology can enhance advisors existing client relationships as well as help develop new ones. Specifically, they will cover:
• Effective Business Development strategies that leverage technology
• Why digital marketing is an essential component in growing your practice
• How tech tools can enable advisors to better establish their value proposition with clients

Learning Objectives:
• How wealth tech tools can help advisors more effectively prospect for new clients
• How you can better scale your practice using specific tech tools
• How various tech tools will allow you to provide more services for your clients, therefore, solidifying your value proposition.