Date: Tuesday, August 1, 2023

Time: 1 pm ET | 10 am PT

Cost: Complimentary

Sponsored by: Atria Wealth Solutions

Modern advisors know that the latest tech innovations in the headlines can often be applied to their firm, but keeping up with these new tools as well as with developments in the finance industry can present a challenge. With the benefits of artificial intelligence and other fintech tools, how can financial advisors best introduce new tools to their practices and clients? In this webcast, we’ll take a deep dive into the innovations on the horizon, and how advisors can get up to speed on what these mean for their workflows, systems and overall operations.

Join this complimentary webcast to discover how the latest tech innovations can help you improve your client experience and business results. You’ll learn:

• What ChatGPT means for your advisory firm;
• How the latest innovations in social media, turnkey asset management platforms and other technology could impact your wealth-management practice;
• The best ways to balance the use of new tech tools and human interaction with clients and business partners;
• And more!

Speakers: 

Janet Levaux | Editor in Chief | ThinkAdvisor & Investment Advisor

Joel Bruckenstein | Producer, President | Annual T3 Advisor Conference & T3 Technology

Doug Fritz | Co-Founder, CEO | F2 Strategy