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Thursday, March 16, 2023

What Advisors REALLY Need From (Advisor) Expertise

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

However shoppers 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 know-how to drive progress, and in the end, a greater shopper expertise? The panel will talk about:

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

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

Dropped at 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 Expertise Editor




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