Thursday, August 27th, 2020 | 10:30 AM to 5:00 PM EDT
The conversation starts in...
Our Collective Vision
AdviceTech.LIVE is about bringing together the best of advisor-facing technologies and their leaders to share with the financial professional community the vision of where our industry is headed. It's an attempt to lift advisor awareness into the capabilities and the questions that need to be answered for today and tomorrow - all in one virtual experience.
For financial professionals who want to have personal demonstrations of each of the technologies represented, there are no barriers - come experience for yourself what the leaders in AdviceTech are building. Join us in supporting the industry in its attempt to be more accessible and inclusive by participating in our collective initiatives for diversity and inclusion.
Hear from the mavericks of marketing.
11:00 AM - 11:50 AM EDT
See what's possible from the visionaries of CRM.
12:00 PM - 12:50 PM EDT
Learn about the next generation of financial planning.
1:00 PM - 1:50 PM EDT
Reimagine what really matters in portfolio management.
2:00 PM - 2:50 PM EDT
'Practice multipliers' advisors can't function without.
3:00 PM - 3:50 PM EDT
AdviceTech Map of the Market
We're tired of the same old place mat of logos. What if we could show the entire suite of critical professional technology solutions in one comprehensive graphic to know what we're missing? Check back to see the Map and explore how to build your own ideal tech portfolio!
The elephant in the room.
Innovation requires looking at problems differently. Just as the needs of clients of advice are ever-changing, so are the demographics -and we need to be part of that movement.
Please join us in the lifting of our entire community by supporting accessibility, inclusion and looking at the delivery of advice differently in order to inspire the next generation of innovations.
50% of all ticket sales benefit the CFP Board Center for Financial Planning Diversity Initiatives.