Technology and the Client Journey

Discover the evolution of technology in the client journey, emphasizing the importance of adopting new tools to enhance efficiency and client experience. Key points included the use of calendar apps like Once Hub, password management with LastPass, and virtual meeting tools like Zoom. This presentation highlights the cost-effectiveness of these technologies, noting that a comprehensive tech stack can save significant time and money. Also stressed is the importance of security, citing a case where a small business faced a $1 million ransom demand. Advisors are encouraged incremental adoption of new technologies and shared practical tips for effective virtual meetings and client engagement. Full presentation time: 1h 2m

How to Earn Your CE Credit?

This is a simple 3 step process 1. Watch the full presentation video 2. Complete all parts of the curriculum (listed below) 3. Click the Complete Course button at the end. Good news for you, is that there are no quizzes!

CE Credits provided by this presentation:

* FP Canada - 1 Financial Planning credit * Advocis - 1 IAFE Approved credit * FSRA - 1 FSRA Approved credit * ICS - 1 Life Insurance credit * ICM - 1 Life Insurance credit & acceptable to many other organizations.

Curriculum

1 Chapter · 5 Lessons

1
Technology and the Client Journey
1. (Included in full purchase)
  Introduction and Instructions
2. (Included in full purchase)
  The Rules Governing CE Credits
3. (Included in full purchase)
  Presentation Overview
4. (Included in full purchase)
  Presentation Video
5. (Included in full purchase)
  Presenter Resourses

About the Presenter: Wendy Brookhouse

With the audacious goal of changing one million lives, Wendy is the inventor of the proprietary One Number Solution(TM). This unique system is a truly holistic plan that covers spending, debt repayment, saving for the future and a strong safety net that allows clients to achieve their financial goals faster and with less stress or anxiety Wendy regularly speaks around money consciousness and how to achieve lasting financial change because she believes wealth is so much more then just a dollar amount, it is about the joys you have in life and how you live day-by-day. And now she is sharing productivity enhancing tips she has learned along the way to building her successful practice. She works in Nova Scotia and Ontario.