Overview

On Tuesday, September 29 at 11:00 a.m. – 12:00 p.m. EDT, Hearsay Systems co-hosts a webinar exploring the advisor-client connection in a virtual environment.

Just a few short months ago COVID-19 turned the world upside down. A global community of people went from meeting a friend for lunch at a restaurant or attending a local community activity to not leaving their houses. While the impact of the pandemic continues to evolve, the need for social distancing has remained strong – and won’t be going away anytime soon.

This new social model has had a significant impact on the way financial advisors make new contacts, develop trust with prospects, and create customer loyalty – and Client Engagement in the World of Social Distancing helps frame a roadmap for supporting that advisor-client human connection in this new normal.

Register Now!

Join this webinar to learn more about:

  • How marketing and compliance can best partner to be more agile in times of rapid change
  • How to bolster the critical elements of digital selling that are essential to sales excellence right now
  • How to evolve your human-client experience model including changes in content, channels and points of connection

Featured Speakers

 

SIFMA Webinar Series

Client Engagement in a Socially Distanced World, co-hosted by SIFMA & Hearsay Systems

A Webinar for Wealth Management Professionals

Date

September 29, 2020

Location

Virtual

Hosted by

SIFMA & Hearsay Systems

Registration Rates – Until 11/3/20

  • Members Complimentary
  • Non-Members Complimentary

Overview

On Tuesday, September 29 at 11:00 a.m. – 12:00 p.m. EDT, Hearsay Systems co-hosts a webinar exploring the advisor-client connection in a virtual environment.

Just a few short months ago COVID-19 turned the world upside down. A global community of people went from meeting a friend for lunch at a restaurant or attending a local community activity to not leaving their houses. While the impact of the pandemic continues to evolve, the need for social distancing has remained strong – and won’t be going away anytime soon.

This new social model has had a significant impact on the way financial advisors make new contacts, develop trust with prospects, and create customer loyalty – and Client Engagement in the World of Social Distancing helps frame a roadmap for supporting that advisor-client human connection in this new normal.

Register Now!

Join this webinar to learn more about:

  • How marketing and compliance can best partner to be more agile in times of rapid change
  • How to bolster the critical elements of digital selling that are essential to sales excellence right now
  • How to evolve your human-client experience model including changes in content, channels and points of connection

Featured Speakers

 

Venue

Virtual Gathering


Webinars, Webcasts, Virtual

Join us online for live and on-demand sessions! Participation instructions will be sent in advance of the event.

Picture of venue

Webinar Tips and FAQs

For an optimal webinar experience, we recommend attendees view this webinar using a Chrome browser on a local machine. Avoid using a VPN or Remote Network (ie: Citrix).

You must have Javascript and Cookies enabled to access this webinar. For detailed information, including minimum system requirements and FAQs, view more Webinar Tips.

Please note: Webinar access instructions will be sent within 24 hours of the start of the webinar.

 

Terms and Conditions

Code of Conduct
SIFMA meetings and events are intended to educate and engage our members and industry participants in thoughtful conversations. Inappropriate behavior will not be tolerated. View our Code of Conduct and anonymous incident report form.

Substitutions
No substitutions or transfers will be accepted.