GrowthTech Summit: Tech-Driven Growth Strategies for the Modern AdvisorGrowthTech Summit: Tech-Driven Growth Strategies for the Modern Advisor

Master the technologies that will redefine your practice’s potential.

Join us on December 17th for the GrowthTech Summit—a premier webinar designed to empower financial advisors and technology leaders with actionable insights and cutting-edge strategies. This dynamic 90-minute event will showcase how leading technology firms are empowering advisors to drive growth, improve client satisfaction, and scale their practices. Don’t miss this opportunity to stay ahead of the curve.

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Agenda:

2:00 PM ET – Harnessing Data Analytics & AI for Personalized Client Insights

Learn how to transform your practice with data-driven insights and AI-powered analytics. Discover how to deliver hyper-personalized client experiences that deepen relationships and position your firm as an innovator in financial advice.

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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.

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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.

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This webinar is a roadmap to the future of wealth management. With actionable strategies, expert insights, and interactive Q&A sessions, the GrowthTech Summit is your chance to harness the power of technology for unparalleled growth.

CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been approved for (1) credit hour.