Even the smartest advisors can leave their clients with a lackluster impression if the client experience is a hassle, confusing or inconvenient. And that won’t drum up new business.
Having a strong and clear digital footprint is crucial to your firm’s growth. It’s time to own your brand and give clients the positive experience in and outside your office that they deserve.
Join Andrew Rogers, Senior Product Manager, and Kim Mackrill, Senior Vice President of Marketing, for a one-hour webinar on March 5 to learn how to transform your client conversations and their online experience.
Fill out the form to watch an on-demand version of the On Track with Technology: The CX and Gameplan Advantage webinar!