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Fueled with 25 Plus Years of Working in Wealth Management
Linda Pix

Fueled with 25 Plus Years of Working in Wealth Management

Valuable resources from Alliance Partner, Lifelogix

Fueled with 25 Plus Years of Working in Wealth Management working with…

RIA’s …Broker-Dealers’ …Banks… Credit Unions …FinTech

Are you driving your practice by dials, dollars, or data?

Your customer centric solution and holistic planning process must compliment your process and the insights that are provided to you by your data. As a result, there is a significant demand for tools that can track, manage, and engage clients in a unified platform. Utilization of available platforms that provide insights by the identification of customer goals, interests and needs can easily increase retention and revenue by a digital engagement system. Growing your “digital” practise can find new assets, improve your professional reputation, and improve the overall client experience.

As a new Affiliated Partner, learn the necessary innovations to meet new challenges and “supercharge” your practice with a Complimentary Consultation with the CEO of Lifelogixs, Keena Pettijohn by scheduling a “Discovery” Session by clicking the link below or by having a private one-on-one discussion at the upcoming Advisor Summit in September.

Being distinctive or being a dinosaur with the intelligence of your data

Recent research published by Refinitiv in partnership with the Aite Group revealed that 61% of Wealth Managers viewed Analytics and data insights as especially important in order to serve clients more holistically. *

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*Report: The Transformation of Wealth Management


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