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AICPA ENGAGE 2018


PFP18EL05 - Digital Revolution is Coming to Financial Advice


Jun 12, 2018 3:20pm ‐ Jun 12, 2018 3:45pm

Standard: $49.00

Description

This session will discuss how to ride the approaching wave of financial advice technology to engage customers and grow your business. Will will discuss:

Change 1: Increased Productivity

Change 2: MCDI will change Investment Implementation

Change 3: Clients have access to everything… in the way they want to access it

Learning Objectives:

1. The modern industry can serve significantly more customers with less manpower when leveraging technology correctly

2. Technological advances will also make modern advisors more productive, able to offer more services such as real-time financial statements and integrated financial planning

3. Investment strategies will soon be standardized and customized to meet the growing tech capabilities

4. Today’s investors want their financial services to be more accessible and available through a singular source

Speaker(s):

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