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Digital Advice in a Digital World
September 15, 2020 @ 2:00 pm - 3:00 pm
How Modern Advisors Can Market, Grow, and Scale Their Practice in an Increasingly Digital World
In the world of coronavirus, financial advisors are being pushed to create digital processes for everything in their business. From giving advice to marketing and sales, the modern advisor needs to evolve to keep pace with client expectations.
The good news is that making the transition from in-person financial services and advice to a more digital model doesn’t have to be challenging.
In this free webinar, the College Aid Pro™ team will be going over proven strategies to create a scalable financial planning practice with a hybrid of self-service tools and high-touch personal service.
You’ll walk away with the actionable steps and tools you need to create dynamic engagement, grow your practice, and scale with ease