Home Wealth Management What Advisors REALLY Need From (Advisor) Know-how

What Advisors REALLY Need From (Advisor) Know-how

What Advisors REALLY Need From (Advisor) Know-how


It could be a bear market, however with 1000’s of individuals retiring every day – and progress and revenue in brief provide – the necessity for skilled monetary recommendation has by no means been higher.

However purchasers need extra from their advisors; advisors need extra from their corporations; and the corporations, too, need extra from their advisors. That is the place wealthtech performs a pivotal function. 2023 is poised to be the yr of advisor productiveness to satisfy this rising demand, so how can advisors make the most of expertise to drive progress, and in the end, a greater shopper expertise? The panel will talk about:

  • The function of expertise in altering and enhancing shopper experiences 
  • Why extensible expertise options are desk stakes
  • What applied sciences are altering the wealth administration business essentially the most
  • Why having a high quality tech stack is important for companies
  • How advisors can ship customized recommendation within the digital age

CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credit have been utilized for and are pending approval.

Delivered to you by


In partnership with


Shannon Rosic – Moderator

Director of WealthStack Content material & Options



H. Adam Holt, CFP®, ChFC®

CEO & Founder

Asset-Map Holdings


Jud Mackrill


Milemarker, Inc.


Michael Lecours, CFP®




Davis Janowski

Senior Know-how Editor






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