Upcoming Live Webinar: Leveraging Technology for Client Conversion: Visualizing a Better Financial Future

Join us for an engaging webinar for financial advisors looking to harness the power of technology to attract, convert, and guide clients toward a financially secure and prosperous future. In this session, we will explore the art of visualizing your clients' financial world as it is today, and then demonstrate how technology can create captivating visuals as you guide your clients to a new financial future.

By presenting a contrast between a client’s current situation and the future they desire, advisors can inspire clients to set realistic and achievable financial goals. Understanding how to leverage technology in this way will empower advisors to build stronger connections with prospects and clients, instilling a sense of trust and confidence in their financial journey.

Featured Speakers:

Josh Smith, Co-founder & CEO at VRGL

Adam Holt, Founder & CEO at Asset-Map