Best Practices and Opportunities in the “New Normal”

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When:  Aug 17, 2021 from 16:30 to 17:30 (ET)

As the U.S. gradually re-opens and more people return to work, advisors and teams find themselves in a unique position to evaluate their business and reimagine how they engage with clients. Which pandemic best practices will remain with us, and which can we leave behind? This session will explore a variety of best practices and opportunities to harness what we have learned working through a pandemic to carry forward in the “new normal.” We’ll share our thoughts and ideas from adjusting service models based on client preferences for virtual vs. in-person meetings to engaging with digital capabilities to creating end-to-end financial ecosystems to engaging the next generation of clients.

Premier CE: 1 CE credit hour for CIMA®, CPWA®, and RMA® certifications, pending approval
Cost: Complimentary

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