Drive business growth and productivity as an augmented advisor
Despite current market volatility, global wealth is on the rise and more individuals are seeking professional financial advice. Yet, advisor headcount remains flat, and in some markets, is decreasing, causing advisors to focus on increased productivity, collaboration and marketing tools to refine their value proposition.
In this webinar, learn how:
- the evolution of the client-advisor relationship will change
- steps that advisors should take now to address this evolution
- how the advisor will look to move beyond offering investment advice and assume the role of a "Financial Life Coach"