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Join us to learn how the current COVID-19 crisis is changing RIA attitudes toward digitalization from a nice-to-have, competitive advantage to an absolute competitive requirement. We will share RIAs’ perspectives on client-facing digital solutions, some of the biggest challenges in digitizing their businesses and best practices toward digital transformation.
Together, we’ll uncover high-power ideas to:
- Demonstrate value with your clients
- Enhance advisor-client collaboration
- Overcome low client adoption rates
You’ll walk away with an action plan for implementing a digital strategy designed to enhance the value of the face-to-face advice between you and your clients. See how COVID-19 is making digitalization a top priority for RIAs.
蚂蚁vp加速器官网下载 Julie Williams, SVP of RIA Sales, Envestnet | Tamarac
Guest Speaker: Dennis Gallant, Senior Analyst, Aite Group
Dennis Gallant is a senior analyst for Aite Group’s Wealth Management practice focused on advisor investment/annuity/product distribution and wholesaling, advisory services/managed accounts, financial planning and advice delivery, retirement income, advisor recruitment and retention, annuity and asset management product development, and advisor practice management. He has covered the financial advisor market for over 20 years and has specific expertise regarding independent advisors, including registered investment advisors (RIAs) and independent and insurance-affiliated broker-dealers.
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