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Innovating and advancing the future of wealthtech | INVEST CONNECT returns with both in-person and online attendance options this fall. Gain the insights necessary to differentiate your firm using innovative tech and new strategies to better serve your clients.
Get a 360-degree view of the opportunities that lie ahead and gain a clearer sense of how to evolve and transform your business. Take advantage of the limited-time super saver rates and book your seat today. | Register now → |
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| | GAIN ACTIONABLE INSIGHTS AND ENGAGE WITH YOUR COMMUNITY |
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Understand the new client | | Examine new client behavior and learn how to position your firm at the forefront of innovative client services.
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Look toward the future | | Gain a 360° view of the opportunities that lie ahead — from improving your tech to augmenting the client experience, and everything in between.
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Discover innovation | | Explore the most innovative wealthtech solutions and digital tools that are transforming the advisor experience.
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Drive growth | | Position your firm for growth by understanding the right metrics and turning your tech investment into operational efficiency and client success.
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Pick the experience that's right for you |
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| IN-PERSON
November 15-16, 2021 |
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| ONLINE
November 22-23, 2021 |
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