The pressure is on for wealth managers.
With equal emphasis on servicing existing clients and bringing on new investors and money, their time is precious.
Maximizing advisor bandwidth should be a top priority for firms-especially when their productivity impacts other teams like marketing and compliance teams.
Join Seismic for a deep dive into the world of advisor enablement for wealth management-and now it's increasing productivity and effectiveness across firms.
This interactive webinar will cover:
- What advisor enablement is
- How advisor enablement helps guide conversations for prospects and existing investors
- The success other wealth management firms are having with advisor enablement
- How to get started with advisor enablement
Watch Now ↓
Webinar Presenters
Shaalin Parekh,
Senior Market Development Manager
Shaalin is a Senior Market Development Manager, responsible for Seismic’s go-to-market strategy in the Wealth Management space. He has spent the last 6 years in various product, sales enablement, and marketing roles in technology, financial services, and consulting.
Prior to his role at Seismic, Shaalin spent over 4 years in Capital One’s Commercial Bank, driving Sales Analytics, Sales and Marketing Technology implementations, and an overall marketing transformation.
Shaalin holds a BS in Finance and International Business from Georgetown University.