Name
Breakout Sessions: Aligning Advisor and Customer Needs with Technology AND Focus on Practice Management
Date & Time
Thursday, November 2, 2023, 11:10 AM - 11:40 AM
Description

Aligning Advisor and Customer Needs with Technology

How does your firm align the requirements and needs of both advisors and customers when making technology decisions?

What aspects of technology are the areas of focus for your firms?

  • CRM?

  • Financial Planning?

  • Managed Investments?

  • Alternative Investments?

  • Anything else?

What are some interesting developments you have seen from various technology providers?

AND

Focus on Practice Management

What are some examples of focused practices that you have seen succeed?

What are clients asking for when they express interest in a focused/specialized financial practice or advisor?

Does product alignment or a specialized product offering help assist advisors in focusing their practice?

Have you seen advisors who specialize in their customer base have an ability to market their practice more effectively?