How the client experience will be different in five years
Financial advisers will need to create a different - more custom and more interactive - experience for clients in the future.
The speakers in this video are:
– Steve Gresham, Chairman of Whealthcare Planning
– Sean Lawlor, Vice President of Product Strategy and Engagement at Envestnet
– Jessica Liberi, Head of Product at EMoney
– Frank McAleer, Senior Vice President of Wealth, Retirement & Portfolio Solutions at Raymond James
