Digitally Transforming the Wealth Management Client Experience
Speaker: Lisa Asher, F2 Strategy
9-2022

A delightful digital experience is not just important to millennials and Gen Z. In fact, 72% of investors of all ages said online information about a firm is influential in hiring a financial advisor.
What is a digital client experience and why should advisors care? Join us as Lisa Asher of F2 Strategy discusses the importance of establishing the what, why, and how of wealth management digital client experiences.