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'A deeper understanding'

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In|Vest 2018 brings together the entire wealth management industry — leaders in retail financial services, advisors and investors, insurers and asset managers, solution providers and consultants. Held in New York July 10-11, In|Vest facilitates honest discussion of the most important issues confronting the wealth management industry as digital transformation meets the reality of market execution.

Once you've successfully recruited clients, how do you best keep them? "What's driving engagement, what's driving retention in our industry is sitting across the table from your client and getting a deeper understanding of them as a person," says advisor Max Winthrop.