Episode 1: How independent advisors can master the client experience
Released Wednesday, 17th November 2021
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Episode 1: How independent advisors can master the client experience
Episode 1: How independent advisors can master the client experience
Wednesday, 17th November 2021
Good episode? Give it some love!
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What might financial advisors learn from leading digital brands like Google, Amazon, Netflix and others when it comes to mastering the client experience?
Russ Kliman, Global Leader of SEI Ventures, talks with Erich Holland, Senior Vice President and Head of Distribution and Engagement for Independent Advisor Solutions by SEI, to explore what should be front and center for financial advisors.
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Pulse on the Future
There’s an intersection of technology, business value and what the future will hold in driving transformation. For anyone working in today’s dynamic, ever-changing fintech environment, it’s critical to have a pulse on that intersection.SEI Ventures created Pulse on the Future to cultivate a community of thought leaders, game changers, futurists and innovators. Our goal: Expand your mindset on what’s possible, while bringing you pragmatic business value that you can apply every day.Join Podchaser to...
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