Refining client acquisition for wealth management in digital world


COVID has catalysed the competitive forces of digitalisation and globalisation within the wealth management industry, speeding up major changes likely to continue long after the pandemic. In a time of uncertainty around portfolio performance, client demand for strong, tailored, financial planning and advice has increased. As part of The Future of Digital Selling series, Professional Wealth Management in partnership with Seismic host this webinar which will convene experienced leaders across the wealth management industry to discuss how advisers can successfully refine their client acquisition strategies in order to drive post-pandemic recovery. Moderated by Yuri Bender, Editor-in-Chief, Professional Wealth Management, our discussion will explore the opportunities for enhancing the client discovery and acquisition process, and how the industry can remodel itself for the better.