Day Two – Wednesday, May 20 Strategies For Tomorrow’s Wealth Management Clients
Wednesday, May 20th, 2020
8:55 AM Keynote Panel Remix - Breaking Down Digital Wealth - Mapping Out A Transformational Strategy For The Future
This keynote panel brings together industry heavy hitters like AllianceBernstein, Ameriprise Financial, Wells Fargo Advisors, and Hightower Advisors. These industry leaders will give their perspective on why providing advisors and clients with digital tools has become table stakes. Patrick Leary, Allen Rodrigues, Joe Nadreau and Doug Besso will discuss why new implementations such as digital requires thoughtful planning and vision that will prepare your organization for future changes.
- Looking at strategies to integrate new digital channels with existing channels
- Recruiting the talent you need to cope with digital and strategic changes
- Designing a team structure that will move your digital goals forward and increase your ability to compete
- Putting together a digital roadmap that will prepare you for the future of digital wealth management