Course curriculum

  • 1

    The Evolution Of The Financial Advisor

    • Why Financial Advisors Will Evolve This Time Around

    • The Impact That Digital Technology Has On You And Your Business

    • Advisors Playbook: Culture Of Learning

    • How Employees Will Force Advisors To Evolve

    • Advisors Playbook: Full Integration Of Process And Technology

    • Advisors Playbook: Personalized Client Experience, Beyond The Portal

    • How Clients Will Force Advisors To Evolve

    • How Bottom Lines Compressing Will Force Advisors To Evolve