Tuesday, December 10, 2024

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Tech-Pushed Progress Methods for the Fashionable Advisor


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.

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