MMI Webinar: Enhancing the Advisor Experience

Overview

Wealth management firms and technology providers recognize the opportunity to drive meaningful change by improving the advisor experience. This timely MMI Webinar explores how integrating technology across the advisor workflow can simplify processes, reduce inefficiencies, and create a more seamless experience for advisors and their clients.

Advisors often face the challenge of navigating multiple disconnected systems for tasks like financial planning, proposal generation, account opening, and administration. This complexity limits their ability to scale their practices and spend valuable time on client relationships. Despite some progress, the potential for delivering truly integrated solutions that simplify the implementation of advice remains largely untapped. 

Join us for key insights and perspective on:

• The Advisor Experience: Identifying key pain points and inefficiencies that hinder productivity.
• Integrated Technology Solutions: Exploring how home offices and technology providers can collaborate to create streamlined platforms that empower advisors to concentrate on client engagement.
• Differentiating Your Offering: Helping firms stand out by making it easier for advisors to conduct business and examining the role technology plays in this process.

This important conversation will feature insights from industry experts about the future of advisor-centric innovation. Learn how they are working to better equip advisors to scale their practices and spend more time where it matters most – engaging with their clients and prospects.