Strategic Insights: Unleashing the Power of Value-Add Programs in Wealth Management

iStock-1284636492.jpg Resources>Webinars Strategic Insights: Unleashing the Power of Value-Add Programs in Wealth Management Wednesday, December 13, 2023 | 2:00 PM ET

Value-add programs offered by asset managers are a go-to for advisors. Most use at least one and find that they boost client satisfaction as well as assets under management. As their clients are inundated with low-cost digital options, advisors seek to set themselves apart with specific knowledge rather than technology. They typically turn to programs offering data insights and portfolio management over advanced technology tools. Despite their wide use, there are still gaps and growth opportunities for value-adds, especially in terms of programming on retirement planning and market volatility as well as specific content addressing client referrals. 

This webinar will explore:

  • Which value-add programs are popular, and why
  • How value-add use differs across wealth manager type
  • Factors that might deter wealth managers from value-adds programs
  • Opportunities to improve programming

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

 

David Bodamer - Host
Editor
WealthManagement.com

New Jillian.jpgJillian DelSignore
Global Head of Investor Distribution Strategy, Indexes
Nasdaq

Kristin Letourneau, PhD
Vice President, Research
Informa Engage


Sponsored by
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Originally posted on: https://www.wealthmanagement.com/webinars/strategic-insights-unleashing-power-value-add-programs-wealth-management