Engaging Clients in the “New Normal”: The Future of Advice in a Post Pandemic World

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In this webinar, we will explore the impact of the global pandemic on clients and discuss how advisors need to respond to this “new normal.” Wealth advisors and their clients have had to deal with unprecedented events over the past year, including a global pandemic, social unrest, and political turmoil. We will explore the following issues and more during this timely and topical webinar:
•Understanding client relationships in 2021 and beyond
•Communicating in the new normal
•Using technology effectively
•Working remotely
April J. Rudin is founder and chief executive officer of The Rudin Group, a global full-service boutique marketing firm specializing in messaging, content strategy, brand visibility, and content distribution. She leads a firm that designs marketing campaigns for some of the world’s leading wealth management firms, fintechs, and family offices.
In 2019, she was recognized by Onalytica as the #1 wealth management influencer in the world, and she is a regularly featured source of expert commentary to international news and business outlets, trade publications, and broadcast media. She is an annual contributor to the Capgemini World Wealth Report, produces the CFA Institute’s Annual Outlook for U.S. Wealth Management, and speaks about wealth, next-generation investors, and fintech at conferences in the United States, Europe, Asia, and Africa. She also chairs the Wealthtech track at the Global Paris Fintech Forum.

Her industry thought leadership has appeared in Forbes, Huffington Post, American Banker, CFA Enterprising Investor, Family Wealth Report, Fundfire, and Wealthmanagement.com, and she heads the editorial board for NexChange, a global fintech start-up based in Hong Kong. She also serves as an independent board member for Lefteris (NASDAQ: LFTRU) and the board of Mirador LLC, a wealthtech firm providing concierge reporting for U/HNW. She’s a member of the Private Asset Management (PAM) advisory board and the Family Wealth Report/Wealth Briefing advisory board. She has also served as a judge for the FT Wealthtech awards, Family Wealth Report’s Annual Wealth Management Industry Awards, Canada’s Wealth Professional Awards, and Finovate Fintech Awards over many years. Her work as a judge for financial services industry awards around the world across a variety of categories has provided her with a unique perspective and strong point of view on what is required for emerging fintechs to be successful over the long term.
Rudin serves as a mentor and role model to women entrepreneurs in fintech and other sectors. She has received the following industry recognition: Innovate Finance’s “Standout 35” Women in Fintech Power

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