Mobile Communication Means More Revenue
Original Broadcast Date: Wednesday, July 25, 2012
The mobile revolution is here, enabling people to gain access to information whenever and wherever they want. This is especially true in the advisory and communication space as clients want access to their investments on their timetable and through whatever device they prefer.
This level of access is becoming a must-have offering on the part of advisors, specifically with younger generation clients. Applications are available for asset allocation, rebalancing, illustrations, hypotheticals, etc., freeing the advisor to completely conduct the investment portion of his business over a mobile device.
Why is this important for advisors and clients alike? How is it a competitive differentiator for advisors? Most importantly, how can mobile technology improve service quality and help advisors be more efficient and effective, especially with clients that have a propensity to be “self-directed” in their investment process?
Join Investment Advisor for this live, interactive webcast, sponsored by MicroStrategy and hear from industry experts regarding how to successfully bridge the technology/investment advice divide. Join this online-only event and learn how to drive revenue by utilizing mobile technology.
Executive Vice President
Shareholders Service Group
As Executive Vice President at Shareholders Service Group, Dan Skiles is involved in all aspects of managing the firm. Specific areas of focus include technology, compliance, business operations and strategy. Prior to joining SSG in 2009, Mr. Skiles was with The Charles Schwab Corporation where he had responsibilities with the planning and development of technology solutions for Schwab Institutional and leading Schwab Performance Technologies, Inc., ™ a subsidiary of The Charles Schwab Corporation. In addition, during his eight years at Schwab he visited hundreds of investment advisor offices and spoke frequently at industry events. Before joining Schwab in 2001, Mr. Skiles spent eight years with TD Waterhouse and was responsible for implementing technology solutions for the firm’s investment advisor clients. Mr. Skiles is a leading industry expert who is often quoted in advisor trade publications and he also writes a monthly article for Investment Advisor magazine. Mr. Skiles earned a bachelor's degree and a master’s in business from San Diego State University.
Director, Strategic Content Group
Summit Business Media