Invest by FinancialPlanning
12
Jun
-
13
Jun
2023
When
New York

USA
Where

Financial Planning’s INVEST will help decision-makers at wealth management firms understand how new technology can improve advisor efficiency and effectiveness. Advisors will also learn how to better utilize technology to improve client interactions, investment strategies and other practice and client management skills. All INVEST attendees will leave with a clearer sense of how they can help their businesses grow.

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Financial Planning is the leading resource for news, analysis, insights and data for financial advisors across the independent, wirehouse and bank channels. We deliver the essential information, strategies and tools planners need to build and grow thriving practices, position their firms against competitive threats, meet regulatory requirements and best serve their clients.

12 - 13 Jun 2023
In-Person

Speakers and Delegates
Industry Experts and Thought Leaders

Founder / CEO
Chief Executive Officer
Education Fellow
President and CEO
Founder & CEO
CEO and Co-Founder
Executive Vice President, Advisor Business Lines Strategy
Head Of Wealth Management
Chief Behavioral Officer
Founder, CEO
Cofounder, Chief Strategy Officer, Lead for Business Development & Partnerships
Managing Director

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