Host by Broadridge Financial Solutions Date February 25, 2021 12:00 am

Leadership Lessons for 2021: Meeting Client Demands Through Technology





The last year has accelerated the move to digital around the world and across industries. Wealth managers have been no exception. 



This discussion between wealth management industry leaders will take an in-depth look at how our rapidly evolving environment has forced wealth management firms to embrace and accelerate their technology journeys. The changes we’ve seen since March 2020 are here to stay, and it’s up to wealth firms and advisors to treat this period as a significant opportunity to evolve their businesses.




After a year of tumultuous market activity, advisors are continuing to qualm their clients' fears around further volatility while making meaningful, personal connections virtually and adapting to new preferences.  Whether that means a change in their risk appetite, desire to invest in new asset classes or simply enhancing the way they want to work with their advisor, wealth managers and advisors will be looking for ways to best serve their clients this year.




Broadridge and this panel of senior experts will share how advisors should be preparing for this next chapter and how technology, and the continuing growth of social media, can help them meet client demands while continuing to prospect and attract new clients.


Thursday 25 February 2021

11.00am EST | 4.00pm GMT