Complimentary Webcast

Best Practices to Increase Team Collaboration & Improve Client Relationships

Date: Tuesday, December 13, 2016
Time: 2pm ET | 11am PT
Cost: Complimentary


In today’s tech-savvy world, it’s no surprise that a growing number of businesses are using online collaboration tools to keep teams connected to clients and working together from anywhere. However, that is not the only benefit. Using the right tech solutions can improve productivity and lead to additional revenue.

Join this complimentary webcast to discover how to improve workflow across teams. Experts will discuss the latest research findings and provide a list of best practices to help you increase collaboration and improve client relationships. Attendees will also:

  • Learn more about the different collaboration tools on the market
  • Discover how the right collaboration leads to increased efficiency
  • Understand how technology is continuously changing the collaboration tool landscape
  • Review insurance industry examples where collaboration tools have played an important and beneficial role


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Featured Speakers

Rick Williamson

Rick Williamson
Lead Subject Matter Expert
Redtail Technology

Rick Williamson joined Redtail’s staff in 2011, and made an immediate impact with his assisting with numerous Marketing, Presentation and Partner / Integration projects. Additionally, “Ricky Redtail” is a great resource for advisors both on the phone and at conferences, helping them to determine how Redtail can maximize efficiencies, regardless of their approach to client relationship management. Rick has since been given the reigns to help mold and develop the future of Redtail education, including both online and live education opportunities as Redtail’s Lead Subject Matter Expert.


Neil St. Clair

Neil St. Clair
Chief Growth Officer

Neil St. Clair is currently the Chief Growth Officer for Vestorly, a venture-backed emerging brand and the leading content marketing platform for global financial services. Vestorly utilizes artificial intelligence to curate, stream and personalize compliant content for financial advisors while also providing access to unique data on their audiences' behavior. Prior to Vestorly, at just 26-years-old, Neil was named the head of marketing for a then $10 billion-plus asset under management investment advisory firm. It was during his three-year tenure here that he developed the theory of “Intrigue Marketingâ„ ,” a human-centered approach to achieving rapid sales growth through invitations, not solicitations.

Neil is also the award-winning Founding Correspondent & CEO of digital media firm AlleyWire, as well as president of AW|CS, AlleyWire’s creative content and marketing strategy agency. Neil is currently a contributing columnist for Forbes on topics related to entrepreneurship, FinTech/Financial Services and marketing. He was previously an on-air correspondent for NY1 and YNN.


Warren S. Hersch

Warren S. Hersch
Senior Editor, Advanced Markets & Sales
National Underwriter Life & Health magazine

Warren S. Hersch is Senior Editor, Advanced Markets & Sales, for National Underwriter Life & Health magazine, which he joined in 2004. He covers practice management and life insurance-funded advanced planning techniques and trends in such areas as executive benefits, wealth transfer/estate planning, retirement planning and business planning.

In addition, he serves as the Life Insurance Channel Editor for Previously, Mr. Hersch served in various editorial capacities at Call Center Magazine, Teleconnect and Computer Reseller News (CRN), all publications of the information technology publisher United Business Media. He also was an editor and analyst at Probe Research.


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Nichole Morford

Nichole Morford
Managing Editor

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