Covid-19 has transformed marketing for the financial advisor. Meaningful virtual communication and engagement are essential for client growth and retention. Our recent study, The Broadridge Next-Gen Technology Pulse Survey, says that almost all firms expect to recover within 2 years. Organizations that seize upon next-gen technology opportunities may widen their competitive advantage.
This webinar is designed to share the essential technology tools and services to help you win new business during Covid-19.
Key takeaways:
Speakers
Dave Briggs
Vice President of Corporate Training
Broadridge Advisor Solutions
Your webinar host is Dave Briggs. As Vice President of Corporate Training for Broadridge Advisor Solutions, Dave has presented hundreds of training events, webinars and seminars to thousands of financial professionals nationwide. His successful career includes experience as a financial advisor and senior management positions in the financial services industry.
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