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The Virtual Client Experience: From Conversation to Transformation Webinar

The Virtual Client Experience: From Conversation to Transformation Webinar

Sponsored by RBC Wealth Management

July 30, 2020 | 4:30 - 5:30 p.m. EST
Opportunities are born in times of challenge. Do not let this opportunity to engage your clients in a new and dynamic manner pass you by. For years, we have taken for granted the ability to spend time face-to-face with a client. It is not too late to turn your client conversations into transformative connections that evolve into meaningful, long-lasting relationships. Your competition is not the advisor down the street; it is the device (and much more) in your client’s hand that you are competing with. In this webinar, we will talk about how you can create enriched relationships virtually.

Speaker

Nate Angelo, Head - Advisor Development and Engagement, RBC Wealth Management

Nate leads the team of Wealth Management Consultants that support financial advisors in providing holistic wealth management solutions to clients. Nate also oversees the Practice Management and Teams group, which focuses its efforts on coaching the financial advisors at RBC Wealth Management. These two teams are committed to creating a dynamic financial advisor experience with a commitment to helping financial advisors build the ideal wealth management practice.

In addition, Nate leads the Training and Development capabilities for RBC Wealth Management. As a part of this effort, he has aligned the coaching capabilities of the Practice Management Team with the deep expertise of field training consultants to create a forward-thinking training experience for field leaders, advisors and our support teams.

Nate joined RBC Wealth Management in 2017, bringing a wealth of sales and national accounts experience from his 11 years with Russell Investments in Seattle. After leaving Russell, Nate launched a successful investment management firm of his own, which merged with Columbia River Advisors in 2016. He has extensive experience leading national sales teams and working directly with clients, helping them integrate advisory solutions.

Nate holds a bachelor’s degree in Entrepreneurial Management from Texas Christian University and an MBA from Seattle Pacific University. He is active in his community, volunteering and serving on multiple boards including the nonprofit Citizens for University Place Schools, Tacoma Rescue Mission, and the YMCA.
He and his wife, Jenny, are committed to their local community of University Place, Washington, where they reside with their three boys: Riley, Levi, and Gannon.

Special Thanks

Registration & Fees (USD)

Complimentary, with option to donate to the Investments & Wealth Institute Scholarship Fund

Register

Note: After registering, you will receive an email that will include a link to additionally register in the GoToWebinar platform and an option to add the event to your calendar. Please monitor your inbox and spam folders for this communication and contact education@i-w.org if you do not receive this email within one hour of registering on the Institute website.

 

Continuing Education 

Learners must be logged in to the webinar delivery platform on July 30, 2020 for the entire webinar to receive the corresponding continuing education (CE) credit. Pending approval, the following entity will accept it for CE credit:

Investments & Wealth Institute®

  • 1 hour of CE credit for CIMA®, CPWA®, and RMA® certifications, pending approval
  • Automatically added to certification record within 2 weeks of the event 

Note: In order for CE reporting to take place, you must enter your Institute ID number in the GoToWebinar platform when you join the webinar.

Access Instructions

After registering on this website, you will receive an email that will include both a link to additionally register in the GoToWebinar platform and an option to add the event to your calendar. Please monitor your inbox and spam folders for this communication and contact education@i-w.org if you do not receive this email within one hour of registering on the Institute website. We highly recommend that you test the GoToWebinar platform on your device the day before the event to ensure your participation.

Recording

If you miss the live event, or just want to watch it again, you can access a recording. Instructions for accessing the recording will be emailed within two weeks of the event, and it will be available for viewing for one year. You can only receive credit one time for viewing this program (live or recorded).