The name of the game in 2019 is going to be meeting clients where they are. How can financial advisors adopt a more flexible business strategy to get ahead of the competition in 2019 and beyond?
eMoney Advisor and I will discuss this and more with industry standouts Pam Capalad and Lucas Winthrop who will share their experiences and wisdom about how they have succeeded as FlexGen advisors.
Join us in New York City’s Flatiron District on January 8th, 2019 and we’ll visit this topic together. Attendees will hear about:
- The right way to go about digital interaction to make the client experience less intimidating and more exciting
- Attracting up and coming markets like Gen X, Y, women, and minorities
- Serving clients the way they want to receive it in 2019
- Future proofing your firm by creating a dynamic work environment that attracts new advisors and clients
Date and time: Jan 8th, 2019 from 6 PM to 7:30 PM
Location: Coalition Space, 902 Broadway, New York, NY, 10010
Register here today as space is limited for this event!