What Advisors Really Want From Their Tech

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
WealthManagement.com

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

Jud Mackrill
Co-founder
Milemarker, Inc.

Michael Lecours, CFP®
Co-Founder
fpPathfinder