Loading Events

All Events

Details

Date:
September 16
Time:
12:00 pm - 1:00 pm
Cost:
FREE to AFCPE Members
Available Until:
September 16, 2023 11:59 pm
Website:
Register

Venue

Webinar / Online Meeting
Online Meeting

Other

Topics
Counseling
Eligibilities
AFCPE Member Only
Sponsors
AFCPE / FPA
CEUs / Credits
1.0
Options
This is a Live CEU program., This program is on demand.
Types
AFCPE Webinar
  • This event has passed.

September 16 @ 12:00 pm - 1:00 pm EDT

FREE to AFCPE Members

COVID-19 transformed our traditional face-to-face relationship model overnight. Clients that were hesitant to meet virtually, have learned that a zoom session and live webinar is not as bad as they expected, and prospects recognized they no longer need to shake hands before becoming clients. Some would say that the advancements in Blockchain, Machine Learning and the Digital Client Experience needed a perfect storm to achieve mass adoption. 2020 may have offered such a critical test. The financial technology industry was prepared to meet the challenge. The future of the advisor-client relationship will be grounded in the digital client experience. Advisors that strategically build their tech-stack will win the day.

Presenter: Greg Sloan, CFP ®, CEPA