2019 eMoney Summit: The Heart of Advice
Forward-thinking advisors are approaching financial planning as both an art and a science.
They are marrying the emotional and psychological elements of behavioral finance with the scientific, data-driven aspects of wealth management to deliver value in new ways. In doing so, they are staying one step ahead--anticipating client needs and preemptively exceeding them.
And they are leveraging technology, automation, and predictive analytics to deliver a client experience that is highly personalized and scalable--realizing measurable advantages as a result.
Join us at the 2019 eMoney Summit as we explore how the industry’s future-ready and FlexGen Advisors are pushing boundaries, rethinking what is possible, and getting at The Heart of Advice – the core of what makes a truly exceptional client experience.
And learn how they are transforming their business models to deliver incremental value and more successful outcomes for both their firms and their clients.