It may be a bear market, but with thousands of people retiring each day – and growth and income in short supply – the need for professional financial advice has never been greater.
But clients want more from their advisors; advisors want more from their firms; and the firms, too, want more from their advisors. This is where wealthtech plays a pivotal role. 2023 is poised to be the year of advisor productivity to meet this growing demand, so how can advisors utilize technology to drive growth, and ultimately, a better client experience? The panel will discuss:
The role of technology in changing and improving client experiences
Why extensible technology solutions are table stakes
What technologies are changing the wealth management industry the most
Why having a quality tech stack is essential for businesses
How advisors can deliver personalized advice in the digital age
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
Brought to you by
Sponsored by
Shannon Rosic – Moderator Director of WealthStack Content & Solutions WealthManagement.com
H. Adam Holt, CFP®, ChFC® CEO & Founder Asset-Map Holdings
Jud Mackrill Co-founder Milemarket
Davis Janowski Senior Technology Editor WealthManagement.com
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H. Adam Holt, CFP®, ChFC®
Davis Janowski
