Cost: Complimentary

Date: Thursday, September 26, 2024

Time: 2pm ET | 11am PT

Produced & Sponsored by:

As ultra-high net worth (UHNW) clients become a greater part of the retiring U.S. population, advisors and their firms must engage with these customers and work to meet their unique needs. Staying ahead of trends in the evolving wealth management landscape and leveraging new tools has never been more critical. Balancing advanced technology with personalized service can ensure your advisory practice meets and exceeds client expectations.

Join this webcast to discover tools and insights to navigate this complex environment and secure your clients’ financial legacies. You will gain valuable insights, including how to:

  • Navigate economic uncertainties and leverage opportunities for UHNW clients
  • Integrate CRM technology to provide personalized, data-driven client strategies
  • Address evolving expectations of younger generations and involve them in wealth preservation
  • Implement effective wealth and legacy management practices to ensure long-term client satisfaction and retention

Can’t attend? Register here for an on-demand recording after the webcast.

Featured Speakers:

Scott Ferguson | Think Advisor Contributor | ALM

Scott Ferguson is the Director of Custom and Marketing Content for Think Advisor’s parent company, ALM. Before joining ALM in 2021, Ferguson held numerous editorial positions at ISMG, Informa, UBM and Ziff Davis Enterprise. He started his career as staff writer at both the Herald News and the Asbury Park Press.
Jen Becher | Moderator | VP, Client Experience | SS&C Advent

Jen is in charge of getting new clients up and running on the SS&C Black Diamond Wealth® Platform. She ensures the Implementation process is smooth and successful so that new clients can reap the benefits of their new platform from day one. Once onboarded, her Client Service teams ensure each firm’s operations run smoothly. Jen joined SS&C in 2008 and has held various leadership roles during her tenure. She holds an MBA and BS from the University of North Florida.
Gretchen Goode | SVP, Head of Trust and Wealth | SS&C Innovest

Gretchen Goode is responsible for the Trust and Wealth product division within SS&C Innovest. In this role, she is responsible for product strategy and delivery including new client implementations and client service. Gretchen has worked with Innovest since 2005 in a variety of roles including client service, marketing, and operations. Gretchen holds a Masters degree in Business Administration from New York University as well as a Bachelors degree in Finance from Pace University.
Jennifer Wagoner Kirksey | Deputy Chief Operating Officer | Tolleson Wealth Management

Jennifer Kirksey is a highly accomplished professional with over two decades of experience in the wealth management industry. She currently serves as the Deputy Chief Operating Officer at Tolleson Wealth Management, where she leads two key teams within the firm. The first team oversees client reporting, investment partnership activity, and custody, while the second team is responsible for client bill pay, bookkeeping, and cash flow statement preparation. Jennifer is also a member of the firm’s Executive Committee, Trust Committee, Risk Committee, and SEC Compliance Committee.