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The Future State of the Investment Profession

Session Speakers
Session Description

Why Attend
Discover how to unleash your entrepreneurial side to develop innovative solutions for your clients.

Session Details
The wealth-management profession is at a turning point. New technologies are changing the way advisors manage their practices, while consumers have a wider range of banking and money-management options than ever before. A subject-matter expert will discuss what advisors can learn from the entrepreneurial mindset of Silicon Valley to develop innovative approaches to serving clients and reshaping the industry. Learn about:

  • The entrepreneurial skills and practices advisors need to thrive in today’s changing environment
  • How to spark a dialogue with your colleagues and peers about solving industry challenges
  • A five-point roadmap for developing an entrepreneurial approach to disruption and transformation

Additional Information
Education Session
1h 15m