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AI, Tech Stacks & Growth Strategies for

Future-Ready Advisory Firms

DATE:
Thursday
May 8, 2025

TIME:
2:00 PM ET
11:00 AM PT

DURATION:
90 min

Join us for our GrowthTech Summit, AI, Tech Stacks & Growth Strategies for Future-Ready Advisory Firms—a virtual event designed for financial advisors at RIAs who are committed to driving growth through innovative technology.

Agenda:

SESSION 1 (30 min) 2:00 PM ET – AI-Powered Growth Strategies
SESSION 2 (30 min) 2:30 PM ET – Building a Future-Ready Tech Stack
SESSION 3 (30 min) 3:00 PM ET – The Art of Organic Growth Through Tech

Many of your peers have already RSVPd. Will you be joining us as well?

✔️ YES, I'll see you May 8th at 2 PM ET!

❌ Not available, but send me the recorded version!

Hope to see you there!!

Erica @ WealthManagement.com

EARN CE CREDIT

SESSION 1 (30 min)

2:00 PM ET – AI-Powered Growth Strategies

Discover how artificial intelligence can unlock new revenue streams, streamline operations, and personalize client interactions. Register Now.

Featured Speakers:

Shannon Rosic, Moderator

Director of WealthStack Content & Solutions

WealthManagement.com

Erica Molina

Vice President

Product Management

Cambridge

Danny Lohrfink

Co-Founder and Chief Product Officer

Wealth.com

SPONSORED BY:

SESSION 2 (30 min)

2:30 PM ET – Building a Future-Ready Tech Stack

Explore best practices for integrating tools that optimize efficiency, reduce costs, and deliver seamless client experiences.Register Now.

Featured Speakers:

Davis Janowski, Moderator

Senior Technology Editor

WealthManagement.com

Mark Gilbert

Co-Founder & CEO

Zocks

Paige Johnson

Director of Strategic Partnerships and Alliances

Practifi

SPONSORED BY:

SESSION 3 (30 min)

3:00 PM ET – The Art of Organic Growth Through Tech

Learn how technology can help advisors grow their businesses without increasing overhead, from lead generation to onboarding. Register Now.

Featured Speakers:

Shannon Rosic, Moderator

Director of WealthStack Content & Solutions

WealthManagement.com

Amy Green

VP of Sales & Marketing

Cirrus Insight

Richard Thoeny

EVP, Product Strategy

PreciseFP

SPONSORED BY:

EARN CE CREDIT

CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits

have been applied for and are pending approval.

Not able to attend the live event?

Archived versions of webinars from WealthManagement.com are available

for viewing On Demand shortly after broadcast. Register today and you will

receive an email with login instructions as soon as the replay is available.

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