Do you live in your client's pocket? Digital engagement for Financial Advisors

Digital engagement is about connection—not just convenience. As financial advisors, how can we drive the same trust, value, and personal impact through digital means that we create in face-to-face interactions? This session explores why digital accessibility is critical, how client expectations are evolving, and what effective engagement looks like in today’s advisory landscape. We’ll also discuss how to leverage technology while maintaining regulatory compliance, ensuring that digital interactions remain secure, professional, and within industry guidelines. Attendees will gain practical strategies, tools, and best practices to maintain meaningful relationships and deliver high-touch service in a digital-first world.

Learning Objectives:

Understand the importance of digital accessibility and building trust through digital engagement.
Identify key strategies to replicate the high-touch client experience in a digital format while maintaining efficiency and scalability.
Learn how to navigate regulatory compliance in digital communication, ensuring secure and compliant interactions with clients.