In today's rapidly evolving financial landscape, a seamless client communication strategy and exceptional client experience are no longer optional but imperative.
Hear Tim Welsh, President & Founder, of Nexus Strategy, and Kyle Fleming, Product Management, of SS&C Black Diamond® Wealth Platform, discuss practical strategies to adapt to these shifts and excel in the face of modern challenges. Tim and Kyle delve into how financial advisors are reevaluating their service models, client communication strategies, and client retention tactics to ensure the sustainability of their business.
By watching this WealthManagement.com webinar you will learn:
- How to justify 1% fees by offering an exceptional digital client experience
- Practical strategies and techniques to adapt to industry-wide shifts and excel in the face of modern challenges
- Best practices for evaluating the 6-steps in the client’s digital journey and identifying areas for improvement.
