Using technology to engage with clients

Many advisors are leveraging new technologies to create and deliver content to clients and prospects. These tools can help drive a more consistent client experience and greater scale. We asked several firms that are taking highly customized approaches to share their stories with you.

Hear more about how these firms are leveraging technology to enhance their brand, maintain strong client relationships, attract new clients, and scale their businesses.

Leveraging technology for success
Shaun Kapusinski, Sequoia Financial Group

Inspiring clients to embrace technology
Trevor Callan, Callan Capital

Using social media to connect with clients
Ann Zuraw, Zuraw Financial Advisors

Engaging clients with visual storytelling
Gabe Muller, Glassman Wealth Services LLC

Leveraging technology to drive a great client experience
Kent Skornia, Krilogy® Financial

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January 2017 (0117-SL2V)

Own Your Tomorrow

Third party speakers and their firms are not affiliated with or an employee of Schwab. Experiences expressed are not a guarantee of future performance or success, and they may not be representative of your experience.

The above mentioned firms and their employees are not affiliated with or employees of Schwab. Schwab should not construe them as a recommendation, endorsement of, or sponsorship. The views expressed are those of the third party and are provide for information purposes only.

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