(Matson Money) The next evolution of the financial industry is here, and technology is making the independent investment advisor and financial planner obsolete.
Robo-advisors, do-it-yourself investing platforms, and automated products are offering services that in the past could only be provided by advisors.
For you to thrive in this rapidly shifting environment, you need to be more than just an asset allocator or financial planner – you need to demonstrate superior value that can't be replicated by technology.
Join this webinar to discover how to save yourself (and your clients) from the rapid changes taking over the financial industry.
Transforming the Investing Experience
Date: Tuesday, January 11
Time: 11:00am PT/2:00pm ET
Learn about a powerful investment advisory methodology that can have your business not only survive but thrive.
In this webinar, you can discover how to…
- Free yourself from traditional financial planning and industry traps
- Create unforgettable experiences that convert prospects into lifelong clients
- Build the foundation for the next evolution of your practice
Join hundreds of advisors creating massive breakthroughs in their businesses in these unprecedented times. Register today for this free webinar to discover how.
