Upcoming Live Webinar: Mastering the Client Journey - How to Maximize the Return on Your Tech

Join us on January 16th at 2pm EST as we walk through a specific use case detailing a client’s journey and how an advisor or firm can leverage their technology stack and not miss a beat.

We’ll hear expert perspectives across the client journey from:

• FMG – On how your marketing can help you stay in touch with your clients and grow your business.

• Wealthbox – On how to better manage your client relationships and operations.

• Nitrogen – On how to win prospective clients faster and create a personalized client experience.

• Asset-Map – On how you can visually represent a client’s financial picture and turn client conversations into actionable decisions.

Whether you’re looking to capture and convert leads, improve your client communication, identify gaps in your business or measure your firm’s impact, you won’t want to miss this event.