In the financial services industry, it seems we are constantly told that the way to create greater engagement, scale and enhanced customer experience is through digital advice. Join  Russ Kliman, head of strategic programs and innovation at SEI, as he shares his insights and demonstrates how a combination of human and digital advice, through a high-tech, high-touch service model, can better serve our ideal clients.

Overview: General review of subject from a broad perspective/ dive into basic knowledge on a skill or topic. For newer CFP or unfamiliar with subject

Course Objectives
  • Assess firms' experiences, growth and efficiency goals.
  • Explain how to transition clients to a high-tech, high-touch service model.
  • Identify clients' needs and touchpoints.
Course Information
Date Presented:
September 05, 2018 2:00 PM Eastern
1 hour
FPA Member Price:
Non-Member Price:
Digital Advice and the Client Journey: 8 Critical Elements to Consider Before You Start
Speaker Information
Russ Kliman  [ view bio ]
Individual topic purchase: Selected
FPA Member Price:$0.00
Non-Member Price:$0.00