Episode #172: The Future of Financial Services in 2021 and Beyond


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This post is intended for financial professional use only.

The impact of COVID-19 on consumer behavior has been immediate and widespread across all industries. According to KPMG’s Customer Experience: In the New Reality report, personalization and empathy have emerged as two key pillars in engaging clients.

In the financial services industry, many small business owners have been challenged with redefining the process of how they reach clients in a digitally-first environment. In this week’s episode of Money Script Monday, Dan explains how to secure clients' trust and long-term loyalty with an online selling platform designed to streamline your sales.

Get an in-depth look at the digital selling strategies mentioned in this video that advisors are already using to get in front of 10-15 prospective clients weekly at Wealth Builder Academy LIVE! Virtual Conference on December 15th-17th.

Resources Provided for This Episode

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The information presented here is not specific to any individual's personal circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials.

About Dan Tatulli

Dan Tatulli is the Marketing Director at LifePro. He works with financial professionals on strategic marketing and branding campaigns to deliver relevant and timely content to their community.


This information is meant for educational purposes only.

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