A virtual summit designed for financial advisors at RIAs committed to driving growth through innovative technology.
SESSION 1
2:00-2:30 PM ET – AI-Powered Growth Strategies
Discover how artificial intelligence can unlock new revenue streams, streamline operations, and personalize client interactions.
SESSION 2
2:30-3:00 PM ET – Building a Future-Ready Tech Stack
Explore best practices for integrating tools that optimize efficiency, reduce costs, and deliver seamless client experiences.
SESSION 3
3:00-3:30 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.
Speakers
Shannon Rosic, Moderator
Director of WealthStack Content and Solutions, Informa Connect
Erica Molina
Vice President, Product Management, Cambridge
Danny Lohrfink
Co-Founder and Chief Product Officer, Wealth.com
Davis Janowski, Moderator
Senior Technology Editor, WealthManagement.com
Mark Gilbert
Co-Founder & CEO, Zocks
Paige Johnson
Director of Strategic Partnerships and Alliances, Practifi
Amy Green
VP of Sales and Marketing, Cirrus Insight
Richard Thoeny
Executive Vice President, Product & Strategy, PreciseFP
