Future of Client Engagement & Business Growth

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Cost: Complimentary

Date: Thursday, August 17, 2023

Time: 1 pm ET | 10 am PT

Editorial Webcast Sponsored by:

Client engagement is key for financial advisors seeking to retain existing clients, and add new ones as well. In this webcast, an expert panel will break down how advisors can evaluate the effectiveness of their current approaches and what new thinking, tools and data they can embrace to expand their engagement and grow their advisory practices. Considerations like these are critical for advisors today in an increasingly competitive and data-driven marketplace for financial advice.

Join this complimentary webcast to discover best practices that can strengthen engagement, client relations and overall business results. You'll learn:

  • How and where your client engagement is falling short today

  • How new analysis, insights and technology tools can improve your client engagement and your business growth

  • Best practices that can boost your business in 2023

  • And more!

Speakers:

Janet Levaux | Editor in Chief | ThinkAdvisor & Investment Advisor

Janet Levaux, MA/MBA, is the moderator of this webcast. She's covered the financial markets since 1991 and advisors since 2005. Janet studied at Yale, Johns Hopkins SAIS and St. Mary's College of California. She's also lived and worked in Asia, Europe and Latin America, raised two sons, and won a Neal Award for top news coverage in 2020.
Joe Buhrmann, MBA, CFP®, CLU®, ChFC® | Senior Financial Planning Practice Management Consultant | eMoney Advisor

Joe serves as a Senior Financial Planning Practice Management Consultant at eMoney Advisor. With more than three decades in the financial services industry, Joe aligns his know-how and passion to help firms of all sizes increase usage, adoption, and engagement through a modern financial planning experience. He leverages his expertise and supports internal departments across the enterprise. Joe attended Illinois State University, where he received his bachelor's degree in Applied Computer Science and his MBA.
Jay Coulter, CFP, CIMA | President | Resilient Advisor

Jay Coulter is a consultant to financial advisors, teams and firms. His company specializes in teaching simple systems that help advisors become hyper-focused, clear on their value and confident in their ability to grow. He also is the producer of Financial Advisor TV, which is home to Advisor Speed Demos, ETF Stories and his Resilient Advisor Podcast, among other shows.
Julie Littlechild | Founder and CEO | Absolute Engagement

Julie Littlechild, an expert on the drivers and evolution of client experience, client engagement and referral growth, started her latest venture in 2014. The author of "The Pursuit of Absolute Engagement" led Advisor Impact, one of the industry's leading research firms, from 1998 to 2015; she now sits on an Investment & Wealth Institute advisory board.
Cheryl Nash | Chief Customer Executive | InvestCloud

Cheryl Nash is the Chief Customer Executive at InvestCloud. With over 30 years of experience, she has deep expertise and understanding of industry trends, priorities and challenges, and is a highly sought-after subject matter expert. Her consultative approach has yielded enduring client partnerships. As a former Envestnet Institute on Campus advisory board member, she founded and led the Women in Wealth Management initiative, an award-winning program dedicated to inspiring, advising, and educating career-focused women.

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