Apply to speak at this year's INVEST conference.
Apply to speak at this year's event | INVEST | | June 12-13, 2023 | New York, NY |
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| | | CALLING ALL SENIOR WEALTH MANAGEMENT LEADERS | | June 12-13, 2023
Hilton Midtown | New York, NY | | APPLY TO SPEAK |
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| At Financial Planning's INVEST, speakers will include some of the brightest minds in the wealth management community. Apply to speak at this year's conference if you have insights into the topics below. | | |
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| | If you’re an expert in one or more of these areas,
we want to hear from you. |
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| | | Improving the Client Experience Using Systems of Engagement to Know Your Customer Client Acquisition Client Onboarding Client Data Collection Risk Profiling Prospecting/Lead Management Client Communications Practice Management: Practical takeaways and real life applications |
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| Future Proofing Your Practice with Wealthtech AI and Cognitive Computing Learning Loops Enhanced Data and Analytics Building a Collaborative Ecosystem for Advisors and Clients Systems Integration Background/Compliance Validation Personalizing the Investment Process Tackling Innovation for Retirees and Older Generations |
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| | Understanding Compliance and Regulation in 2023 Portfolio Management Recordkeeping Custody Disclosure Valuation Registration Issues |
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| | Understanding Compliance and Regulation in 2023 Portfolio Management Recordkeeping Custody Disclosure Valuation Registration Issues |
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| APPLY TO SPEAK | | Extended Submission Deadline: March 6, 2023 | | Extended Submission Deadline: March 6, 2023 |
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| Speaker Benefits | | | | Recognition as an industry thought leader
All-access pass to the event
Contributions toward moving the industry forward |
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| | The INVEST conference was key in my starting to build better connectivity to RIAs and other wealth managers interested in Alternative Investing." | | – Reginald Tucker,
Managing Director, Manhattan West |
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