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On Demand

Better Prospecting with Technology

Original Program Date: April 13, 2012
Duration: 37 minutes
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     The definition of technology services in our industry has changed greatly over the past few years-particularly when it comes to that “first impression.” The development of software for service marketing, data collection and financial planning needs has already set a path that will change how we communicate and serve our clients. Hear from experts about the evolving environment and the technology of today that will greatly shape the client user experience of tomorrow.


    You Will Learn About:

    •    Developing an online engagement process

    •    Leveraging technology in prospect meetings or events

    •    Custom iPad apps to help you engage prospects and even uncover client opportunities

    •    Creating a compelling webinar series

    •    Developing video that connects with your prospective clients



    Can’t Miss Takeaway:

    How you can use your iPad to engage prospective clients.



    Who Should Attend:

    Any advisor who wants to better engage and qualify prospective clients using today's technology.


    Matt Iverson

    Matt Iverson is a director at Boulevard R who has headed up product development for their new Amp iPad app.  Prior to that, he worked on consumer rights advocacy issues.

    DescriptionPagesFile Size
    Better Prospecting With Technology29 Pages10 MB
    - Cindy (Jefferson City, MO)
    - Kevin (Omaha, NE)
    - Joan (Houston, TX)
    - John (Annapolis, MD)
    - Willis (Houston, TX)
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