Today’s advisor is adapting to the new digital era as technology is advancing at a rapid pace and changing everything along the way. From how we invest, to how we connect with clients and how we run our practice – the wealth sector is undergoing a transformation and keeping up seems more difficult than ever.
The WP WealthTech Summit comes at an impeccable time to share the insights advisors need to future-proof their investments and practices, better understand the resources available to them, and learn how to identify the right technologies to save time, drive productivity, improve client interaction, and ultimately increase revenue.
Make sure you’re there to join seasoned advisors, technology firms and industry experts for a unique agenda that aims to educate advisors on how to better leverage technology, retain clients, invest for the future, build stronger portfolios, and revolutionize the future of advice.
Registration will close on May 16 at 4 PM ET.
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All times are in ET.