CEO PANEL WEBINAR REPLAY:

Strengthening Client Relations & Increasing Engagement For A More Successful Practice


The finance industry is adopting technology faster than ever with today's current events. This shift within the industry has also affected client expectations and relationships. 

We've gathered the best in the industry for an educational discussion on how to strengthen your client relationships and engage with your audience throughout this transition! 

 

 
Fill out the form below to watch the replay now!
 

Panelists:

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Aaron Klein

Co-Founder and CEO at Riskalyze

Adam Holt

Adam Holt, CFP®, ChFC®

CEO at Asset-Map

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Brian McLaughlin

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Alex Wingert

President of Advisor Websites

 

 

Fill out this form to watch the CEO panel webinar replay!