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What Advisors Really Want From Their Tech

March 29, 2023 @ 2:00 pm - 3:00 pm

It may be a bear market, but with thousands of people retiring each day – and growth and income in short supply – the need for professional financial advice has never been greater. But clients want more from their advisors; advisors want more from their firms; and the firms, too, want more from their advisors. This is where wealthtech plays a pivotal role. 2023 is poised to be the year of advisor productivity to meet this growing demand, so how can advisors utilize technology to drive growth, and ultimately, a better client experience? The panel will discuss:

  • The role of technology in changing and improving client experiences
  • Why extensible technology solutions are table stakes
  • What technologies are changing the wealth management industry the most
  • Why having a quality tech stack is essential for businesses
  • How advisors can deliver personalized advice in the digital age

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


Brought to you by


In partnership with

Shannon Rosic – Moderator
Director of WealthStack Content & Solutions


H. Adam Holt, CFP®, ChFC®
CEO & Founder
Asset-Map Holdings


Jud Mackrill
Milemarker, Inc.


Michael Lecours, CFP®


Davis Janowski
Senior Technology


March 29, 2023
2:00 pm - 3:00 pm

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