The Center of Influence for Financial Advisors and RIAs - Click Here

How To Thrive In The ‘Robo-Advisor’ Age

 

 


Click here for the Presentation Slides


 

Webcast Presentation

November 13th
2:00-3:00 pm EST
 
Complimentary Webcast
 

Sponsored by

Behringer

 

 

Robert Franklin Muller, Jr
Hannah Grove

Speaker
Frank Muller
Executive Vice President
and Head of Distribution
Behringer

Speaker
Hannah Shaw Grove
Executive Editor
Private Wealth Magazine

 

Expert panelists will discuss how advisors can attract and retain clients during a challenging time when the Internet and technology are commoditizing the financial advice business, and globalization is increasing asset class correlation and complicating portfolio construction. The webinar will explore ways that advisors can enhance their value to clients by improving portfolio diversification, coaching them through tough times, carefully assessing their needs and goals, and communicating with them as one human being to another.

 

 

This webinar qualified for 1.0 hour of CFP Board CE credit
and 1.0 hour of CIMA®, CIMC® or CPWA® CE credit.

 

Presented by

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