The Future of Financial Advice Meetings
A New Approach
Econiq CEO Jim Callan discussed the opportunities for financial advisory firms to enhance their clients’ brand experience with new technology this week at the Elite Wealth Advisor Symposium. And we don’t want you to miss out!
Client expectations are changing, and client behaviors and preferences are changing with them. How do you ensure you are continuing to deliver impactful experiences with long-lasting impressions?
With The Conversation Hub, you can:
- Extend your BRAND into the meeting experience
- RUN better meetings with the latest meeting support tools for Financial Advisors
- MEASURE your meeting quality to deliver consistently improving performance
Contact us today to preview your branded virtual meeting space
Start Running
Better Meetings Today
