Financial Planning’s : In|Vest West Conference
Digital Engagement – Post Account Opening Panel Discussion
Host – Jud Mackrill
Panelist 1: Mark Richards
Panelist 2: Robert Kirk
Panelist 3: Dan Cunningham
He will hit them questions such as;
What is Digital Engagement
What are the most important data points
What are some of the learnings that you have made
How do I implement a solution to better engage
What is the future of the Advisor Desktop
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Financial Planning’s : In|Vest West Conference
Digital Engagement – Post Account Opening Panel Discussion
Host – Jud Mackrill
Panelist…
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