Day Two – Wednesday, May 20 Strategies For Tomorrow’s Wealth Management Clients
Wednesday, May 20th, 2020
8:35 AM Keynote Fireside Chat - Understanding The Evolution Of Client Acquisition In The Digital Age
Sophisticated prospecting tools, social media, and AI based platforms have made cold calling a thing of the past. What is the future of client acquisition? How are advisors adapting in order to find and convert clients in a way that is driven digitally? Koley Corte joined AllianceBernstein to drive strategic change and growth focused on creating next gen revenue generation approaches that leverage digital innovation. During this in-depth fireside chat she'll talk you through this incredibly important topic that will prepare you for the future!
• Increasing advisors’ awareness of the digital tools that are available to them for client acquisition
• Changing traditional advisor behavior in order to adapt to quickly changing client expectations and needs
• Looking at the ways in which content development can be a useful tool for client acquisition
• Establishing ongoing communication with your advisors in order to increase digital awareness and adoption