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

 However purchasers need extra from their advisors; advisors need extra from their companies; and the companies, too, need extra from their advisors. That is the place wealthtech performs a pivotal position. 2023 is poised to be the yr of advisor productiveness to fulfill this rising demand, so how can advisors make the most of know-how to drive development, and finally, a greater consumer expertise? The panel will talk about:

• The position of know-how in altering and enhancing consumer experiences 
• Why extensible know-how options are desk stakes
• What applied sciences are altering the wealth administration business essentially the most
• Why having a high quality tech stack is crucial 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.

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Sponsored by

Shannon Rosic – Moderator

Director of WealthStack Content material & Options

WealthManagement.com

H. Adam Holt, CFP®, ChFC®

CEO & Founder

Asset-Map Holdings

Jud Mackrill

Co-founder

Milemarket

Davis Janowski

Senior Know-how Editor

WealthManagement.com