According to a recent poll from YCharts, since the COVID-19 pandemic a quarter of surveyed investors considered switching to a new advisor, with an additional 21.8% actually making the jump to a new advisor or a robo-advisor. How can you avoid clients evaluating other advisory shops when times are difficult for everyone?

Join us on Wednesday, September 13 to learn how you can use your client relationship management (CRM) tool to stay on top of communications with your investors. Our solutions consultants will review best practices for staying in constant contact with your clients and show how to accomplish these tasks in the Salentica platform.

If Wednesday, September 13, at 2pm ET doesn’t work, register now and we’ll send you a link to the webinar recording once it’s ready.