Grasp the applied sciences that may redefine your apply’s potential.
Be part of us on December seventeenth for the GrowthTech Summit—a premier webinar designed to empower monetary advisors and know-how leaders with actionable insights and cutting-edge methods. This dynamic 90-minute occasion will showcase how main know-how corporations are empowering advisors to drive progress, enhance consumer satisfaction, and scale their practices. Don’t miss this chance to remain forward of the curve.
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Agenda:
2:00 PM ET – Harnessing Knowledge Analytics & AI for Customized Shopper Insights
Learn to remodel your apply with data-driven insights and AI-powered analytics. Uncover find out how to ship hyper-personalized consumer experiences that deepen relationships and place your agency as an innovator in monetary recommendation.
Sponsored by
Jason Pereira, MBA, CFA, CFP – Host
Senior Accomplice
Woodgate Monetary, Inc.
Michael Stern
SVP Strategic Product Administration
Orion Advisor Tech
Mike Wilson
EVP, Orion Tech Suite
Orion Advisor Expertise
2:30 PM ET – Constructing a Progress-Oriented Tech Stack
Discover the necessities of crafting a tech stack that fuels progress. With a give attention to lead technology and CRM workflows, this session will equip you with the instruments to draw prospects, improve effectivity, and create scalable methods tailor-made for at the moment’s advisors.
Sponsored by
Davis Janowski – Host
Expertise Editor
WealthManagement.com
Daniel Yaldor
Head of Enterprise Growth
AcquireUp
Adrian Johnstone
Chief Government Officer
Practifi
3:00 PM ET – Utilizing Tech to Clarify Worth Past Monetary Planning
Stand out by successfully speaking your distinctive worth proposition. Uncover find out how to leverage know-how to articulate the worth you ship, extending far past conventional monetary planning and into complete wealth administration options.
Sponsored by
Shannon Rosic – Host
Director of WealthStack Content material & Options
WealthManagement.com
Matt Beecher
Chief Income Officer
interVal
This webinar is a roadmap to the way forward for wealth administration. With actionable methods, knowledgeable insights, and interactive Q&A classes, the GrowthTech Summit is your likelihood to harness the facility of know-how for unparalleled progress.
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credit have been utilized for and are pending approval.
