A candid discussion on the emergence of the digital eAdvisor.
The term “eAdvisor” was coined to refer to “a strong linkage between the use of technology and advisor success metrics.” The case to become an eAdvisor is strong: eAdvisors” have nearly 40% higher AUM, serve 55% more clients and are more satisfied with their careers.* In this session, we explain what it takes to join this elite group and how you can prepare to be known as an eAdvisor.
In this action-packed educational webinar, Neal Quon from QuonWarrene moderates with Corey Westphal of Mobile Assistant and Maggie Crowley of Advisor Websites, for a candid discussion on what eAdvisors are doing differently to achieve success.
Watch this replay and learn:
- The psychology behind creating a eAdvisor-centric practice
- eAdvisor quick wins that set you on a path to success
- How to identify the right pieces of technology for your practice