Webinar Replay: Why Advice Engagement is the Future of Financial Services

What is advice engagement?

As defined by Michael Kitces, Advice Engagement software solutions help engage prospects or clients in the advice delivery process. Advice Engagement tools are intended to deepen engagement in the advice process and increase the likelihood of the prospect or client buy-in and follow-through with the advice recommendations themselves.

This webinar brought together five Advice Engagement companies: Asset-Map, Bento Engine, FP Alpha, fpPathfinder, and visiWealth.

Leaders from each company discussed the impact the advice engagement movement is having on the financial services industry. They also shared strategies for increasing the likelihood of prospects or clients following through with and subsequently purchasing your advice recommendations.

Speakers included:

TJ HillReplay, Advice Engagement, Webinar Replay