Upcoming Live Webinar: Why Advice Engagement is the Future of Financial Services

What is advice engagement and what role does it play in the planning process for financial professionals?

Join our leadership panel on August 31 at 1 p.m. ET to discover the impact the advice engagement movement is having on the financial services industry. They'll share strategies for increasing the likelihood of prospects or clients following through with and subsequently purchasing your advice recommendations.

In this live webinar, leaders from Asset-Map, Bento Engine, FP Alpha, fpPathfinder, and visiWealth will also cover:

  • The role advice engagement plays in the overall planning process and an advisor's tech stack

  • How visuals help clients better engage in the planning process

  • Why helping clients build their knowledge of goal-setting and the planning processes instills confidence

Speakers include:

  • H. Adam Holt, CFP®, ChFC® (CEO & Founder, Asset-Map)

  • Philipp Hecker (CEO & Co-Founder, Bento Engine)

  • Michael Lecours (Co-Founder, fpPathfinder)

  • Andrew Altfest (CEO & Founder, FP Alpha)

  • Ross Riskin (Founder, visiWealth)

TJ HillAdvice Engagement, Bento Engine, FP Alpha, fpPathdiner, visiWealth