It may perhaps be a bear market place, but with thousands of men and women retiring every day – and development and earnings in quick provide – the will need for qualified monetary tips has under no circumstances been higher.

 But clients want extra from their advisors advisors want extra from their firms and the firms, as well, want extra from their advisors. This is exactly where wealthtech plays a pivotal function. 2023 is poised to be the year of advisor productivity to meet this developing demand, so how can advisors make use of technologies to drive development, and in the end, a much better client practical experience? The panel will talk about:

  • The function of technologies in altering and enhancing client experiences 
  • Why extensible technologies options are table stakes
  • What technologies are altering the wealth management market the most
  • Why possessing a quality tech stack is vital for firms
  • How advisors can provide customized tips in the digital age

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

Brought to you by


Sponsored by


Shannon Rosic – Moderator
Director of WealthStack Content material &amp Options


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


Jud Mackrill

Davis Janowski
Senior Technologies Editor



By Editor

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