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Please join us for our next TRIIPSS Webinar
The Hybrid Advisor: Marrying technology with a human touch
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Customers’ needs and expectations continue to be major drivers of change. Are they best met by technology or humans? Or a mix of both? Hybrid approaches are rapidly gaining traction and market share. Success will be measured by the customer's experience in receiving value from their perspective. The hybrid advisor, marrying technology with a human touch, clearly has advantages and benefits for all parties: clients, companies and advisors.
This session covers a number of approaches and business practices dealing with advisor offerings aimed at providing value to the customer. It will include an update on industry trends and fact backed information on some of the forces impacting change and direction in the financial advisory business.
Date: May 24, 2022
Time: 2:00 p.m. to 3:15 p.m. ET
CE credits: Up to 1 credit
Replay: Access to replay will be provided after the webinar |
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Peter Wouters
Director, Tax, Retirement & Estate Planning Services,
Empire Life
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This webinar is part of our TRIIPSS series (Tax, Retirement, Investment, and Insurance Planning Strategies and Solutions) featuring Peter Wouters. With our webinars, you become more knowledgeable on these subjects so you can better meet the needs of your clients and help them achieve their financial goals.
Learn more > |
FOR ADVISOR USE ONLY. NOT FOR DISTRIBUTION TO THE PUBLIC.
The information in this document is for general information purposes only and is subject to change without prior notice. Empire Life assumes no responsibility for any reliance made on or any inaccuracy in the information contained in this document. Policies are issued by The Empire Life Insurance Company.
