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.

Brought to you by

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.

Sponsored by

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

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.

Sponsored by

Davis Janowski – Host

Technology Editor

WealthManagement.com

Daniel Yaldor

Head of Business Development

AcquireUp

Adrian Johnstone

Chief Executive Officer

Practifi

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.

Sponsored by

Shannon Rosic – Host

Director of WealthStack Content & Solutions

WealthManagement.com

Matt Beecher

Chief Revenue Officer

interVal

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 applied for and are pending approval.