As monetary planning enters a brand new period, advisors face each unprecedented alternative and rising complexity. Challenges like price compression and expertise shortages are colliding with rising consumer calls for for extra personalised, empathetic, and tech-enabled experiences. How are you going to keep forward of the curve and construct a apply that thrives sooner or later?
Be part of this webcast to discover key findings from eMoney’s twenty fifth Anniversary Summit analysis, revealing how the business has advanced, and the place it’s headed subsequent. We’ll dive into the rise of holistic planning and behavioral finance, to the transformative potential of synthetic intelligence. You’ll learn to leverage know-how to scale your influence, deepen consumer relationships, and ship planning that’s each data-driven and deeply human.
On this session, you’ll uncover:
- How AI is enhancing advisor productiveness and enabling personalization at scale
- Why behavioral finance is changing into central to consumer engagement and retention
- Actionable methods to draw and retain numerous advisor expertise in a aggressive market
- The evolving expectations of contemporary shoppers and the way your agency can meet them
Whether or not you are a seasoned advisor or a agency chief, this session will present the actionable insights you might want to navigate the long run with confidence.
Audio system:Â
Emily Koochel, Ph.D., AFC®, CFT™, BFA™ | Supervisor, Monetary Wellness | eMoney
Andrew Schnall | Assistant Vice President | 8 Acre Perspective
Linda Sikora | Supervisor, Market Analysis | eMoney
Register Now!
Cannot attend? Register right here for an on-demand recording after the webcast.