Earn CE Credit | Your Blueprint for Growth: AI, CRM, and Scalable Systems
| | | GrowthTech Summit: Tech-Driven Growth Strategies for the Modern Advisor |
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| | DATE:
Tuesday
December 17, 2024 |
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| | TIME:
2:00 PM ET
11:00 AM PT |
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| | | Jason Pereira, MBA, CFA, CFP - Host Senior Partner Woodgate Financial, Inc. |
| | | Michael Stern SVP Strategic Product Management Orion Advisor Tech |
| | | Mike Wilson EVP, Orion Tech Suite Orion Advisor Technology |
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| | 2:30 PM ET – Building a Growth-Oriented Tech Stack
Explore the essentials of crafting a tech stack that fuels growth. With a focus on lead generation and CRM workflows, this session will equip you with the tools to attract prospects, enhance efficiency, and create scalable systems tailored for today’s advisors. Register Now .
Featured Speakers: |
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| | | Davis Janowski - Host Technology Editor WealthManagement.com |
| | | Daniel Yaldor Head of Business Development AcquireUp |
| | | Adrian Johnstone Chief Executive Officer Practifi |
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| | 3:00 PM ET – Using Tech to Explain Value Beyond Financial Planning
Stand out by effectively communicating your unique value proposition. Discover how to leverage technology to articulate the value you deliver, extending far beyond traditional financial planning and into comprehensive wealth management solutions. Register Now.
Featured Speakers: |
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| | | Shannon Rosic - Moderator Director of WealthStack Content & Solutions WealthManagement.com |
| | | Matt Beecher Chief Revenue Officer interVal |
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| | | 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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