Using “Human-First” Investing To Attract & Retain Great Clients
- March 20, 2024
Striving to win the hearts and minds of your ideal prospects? Join us on March 20th at 2 p.m. EST for our upcoming webinar, “Using ‘Human-First’ Investing To Attract & Retain Great Clients,” hosted by Zachary Conway, CEO & Founder at Seeds, to learn about how to grow your business by putting the prospective clients you want to serve at the center of an investing experience.
In the session, we’ll cover:
- Tactics on attracting your ideal prospects with a differentiated investing experience
- Spending less time on burdensome investment management processes
- Using assessment techniques to better understand investors
- Delivering personalized portfolios and engagement
Of course, we’ll also show you how our tools will help to bring these ideas to life. Participants will get an insider walkthrough of our platform, outlining the lead-to-closing process. Zach will also delve into future tech updates as well as sharing the “why” behind these new features, followed by time for Q&A.
Don’t miss this opportunity to help align your clients’ meaning with their money. Secure your spot now!
Get Access
Featuring
Zach Conway
Founder & CEO