The Intelligent Wholesaler: Best Practices to Attract and Engage Advisors
The Intelligent Wholesaler: Best Practices to Attract and Engage Advisors
Today's wholesalers need to help advisors with facets of their business that go far beyond product selection. In fact, zeroing in on the right behaviors and data signals is key to driving an increase in engagement and net inflows. Join us to learn best practices for how to intelligently leverage existing data to deliver valuable experiences that attract and retain advisors. Join Michael Bieselin, Head of Insight & Analytics at Invesco and Gurinder Singh, Head of Digital Innovation, TIAA nuveen, to hear how they are leveraging Salesforce to attract and engage Advisors.
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