Earn CE Credit | Tech Insights for Forward-Thinking RIAs
| | | AI, Tech Stacks & Growth Strategies for Future-Ready Advisory Firms |
|
|
|
| | TIME:
2:00 PM ET
11:00 AM PT |
|
|
|
|
Join us for our GrowthTech Summit, AI, Tech Stacks & Growth Strategies for Future-Ready Advisory Firms—a virtual event designed for financial advisors at RIAs who are committed to driving growth through innovative technology.
Agenda: SESSION 1 (30 min) 2:00 PM ET – AI-Powered Growth Strategies SESSION 2 (30 min) 2:30 PM ET – Building a Future-Ready Tech Stack SESSION 3 (30 min) 3:00 PM ET – The Art of Organic Growth Through Tech |
|
|
|
| EARN CE CREDIT | | | SESSION 1 (30 min) 2:00 PM ET – AI-Powered Growth Strategies Discover how artificial intelligence can unlock new revenue streams, streamline operations, and personalize client interactions. Register Now.
Featured Speakers: |
|
|
|
| | | Shannon Rosic, Moderator Director of WealthStack Content & Solutions WealthManagement.com |
| | | Erica Molina Vice President Product Management Cambridge |
| | | Danny Lohrfink Co-Founder and Chief Product Officer Wealth.com |
|
|
|
| | SESSION 2 (30 min) 2:30 PM ET – Building a Future-Ready Tech Stack
Explore best practices for integrating tools that optimize efficiency, reduce costs, and deliver seamless client experiences.Register Now.
Featured Speakers: |
|
|
|
| | | Davis Janowski, Moderator Senior Technology Editor WealthManagement.com |
| | Mark Gilbert Co-Founder & CEO Zocks
|
| | | Paige Johnson Director of Strategic Partnerships and Alliances Practifi |
|
|
|
SESSION 3 (30 min) 3:00 PM ET – The Art of Organic Growth Through Tech
Learn how technology can help advisors grow their businesses without increasing overhead, from lead generation to onboarding. Register Now.
Featured Speakers: |
|
|
|
| | | Shannon Rosic, Moderator Director of WealthStack Content & Solutions WealthManagement.com |
| | | Amy Green VP of Sales & Marketing Cirrus Insight |
| | | Richard Thoeny EVP, Product Strategy PreciseFP |
|
|
|
| EARN CE CREDIT | | CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval. | | Not able to attend the live event? | | Archived versions of webinars from WealthManagement.com are available for viewing On Demand shortly after broadcast. Register today and you will receive an email with login instructions as soon as the replay is available. |
|
|
|
|
