Wealth Advisors: Are you looking for a Wealth Management Tools?
Date:Tuesday April 08, 2008
Time:11:00 AM PST
This Event is an Online Event.
Learn how to:
1. Increase client wallet share through an Advice-Driven Wealth Management Approach
2. Identify and nurture profitable client relationships: Learn how to effectively manage a large number of clients
3. Deliver world-class customer service: Personalized alerts inform advisors and management of events requiring immediate follow up
4. Improve marketing effectiveness: Automatically generate client lists that enable advisors to offer targeted products and services to clients
5. Grow assets under management: Cross sell products to new and existing customers
6. Manage referrals: Automatically generate follow up tasks and reminders for converting qualified opportunities into clients
Who should attend: COOs, CEOs, CIOs, CFAs, VP Sales, VP Marketing, Principles, Owners and Partners in Financial Management companies with 3 or more employees
To register email me at firstname.lastname@example.org