Shareholder Services Group Conference 2019

How fintech can help your client experience

May 20, 2019 | Runtime: 2:09

The digital experience is critical, but enhancements to the back office could help advisers evolve and scale. Tim Welsh explains.

What's next for Shareholders Service Group?

May 20, 2019 | Runtime: 2:29

To understand what's next for great custodians, you need to understand how they got here. Peter Mangan explains how SSG has grown "gracefully" and how it plans to expand in the next year.

The secret to understanding your clients? Know thy past

May 20, 2019 | Runtime: 2:45

If you want to understand your clients' decision making, take a look into the decisions they've made in their past. Live from the Shareholders Service Group Conference, Sarah Fallaw of DataPoints explains how the data can offer amazing insights.

How to make the most of a Qualified Business Exemption

May 20, 2019 | Runtime: 2:13

Your clients are searching for a tax edge , but where can they turn? Sheryl Rowling says the secret lies in a Qualified Business Exemption (and it could be a good idea for your small business too.)

Market outlook for the next six months

May 20, 2019 | Runtime: 2:01

International investing is more attractive than domestic opportunities for the near future, according to Mark Eibel of Russell Investments. Check out his insights.

How to build a marketing plan to wow your clients

May 20, 2019 | Runtime: 3:00

Check out a simple three-step process to marketing success. Tina Powell makes the complex simple.

Bob Veres: Unlocking the six dimensions of client service

May 02, 2019 | Runtime: 2:40

The client experience is critical for adviser success both today and tomorrow. Learn six simple steps to a better client experience from Bob Veres.

SSG's Skiles: The future of financial planning

May 02, 2019 | Runtime: 1:59

With an overwhelming demand for advice, advisers stand at the fulcrum of opportunity and bandwidth. Dan Skiles of Shareholders Service Group explains the secret to success.

Riskalyze's Klein: Putting risk at the center of conversations

May 02, 2019 | Runtime: 2:35

How can you make life simpler for your clients? Riskalyze is working to innovate to make your life - and your clients' lives - easier.

What's next in fintech?

May 02, 2019 | Runtime: 1:25

The fintech industry is evolving quickly, but Brian McLaughlin of RedTail has his finger on the pulse. Check out some of his insights from the Shareholders Service Group Conference in San Diego.

 
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