FP Alpha转发了
CEO & Founder at Asset-Map Holdings, Co-host of Rethink the Financial Advisor Podcast, International Keynote Speaker, and "Recovering" Financial Advisor.
Hard to believe DAY ONE is here. Starting at 1pm EST today with Welcome, our Charitable Initiative, Behavioral Finance and then Asset-Map New REVEALS! Then the dancing and party continues with 10 speed demos of new tech from our advice-tech community and keynotes from the leading RIA strategic thinkers hosted by Alison Susko VP of Community. And that's just day one! Register now to preview what's coming in #fintech, #wealthtech and #advicetech that will disrupt or elevate your financial advice practice. Recordings and voting only available to registrants. FREE REGISTRATION: https://lnkd.in/ezzJBaks Thank you to the hundreds of people who have contributed to this experience. Anand Sheth, CEO of Pulse360 Chris Hall, VP Business Development of Estate Guru Devon Drew, CEO of ASSETLINK Jason Early, Founder of RISR Jennifer Xia Spradling (she / her) CEO of FreeWill John Prendergast, CEO of Blueleaf Wealth Mitchell Dunn, MBA?, Managing Director of Nitrogen Nora Gallegos, MBA, Financial Planning Thought Leader, Docupace Robert J. Sofia, CEO Snappy Kraken Samantha Russell,?Chief Engagement Officer FMG Matt Morris, CEO Encore Estate Philipp Hecker, CEO Bento Engine Jared Ingersoll, Uptiq Rick Williamson, Redtail/Orion Michael Lecours, CFP?, CEO FP Pathfinder Brad Frey, of FP Alpha Torie H., Holistiplan Steve Carroll, Wealthbox Mark Friedenthal, CEO Tolerisk Community Sponsors:? Michael Kim CEO AssetMark Jamie Hopkins Esq., LLM, CFP?, ChFC?, CLU?, RICP? CEO WSFS Wealth Michael Lane EVP SEI Tyrone Ross Jr. Ross CEO 401 Financial Dave Butler co-CEO of Dimensional Fund Advisors Cheryl Nash, Chief Customer Executive of InvestCloud, Inc. Erin Wood CFP?, FBS?, SVP Financial Planning of Carson Group Shannon Rosic, Informa? Craig Iskowitz Ezra Group Kristen Schmidt RIA Oasis Brian Portnoy, CFA Shaping Wealth
One of the greatest Advice Engagement Technology show & tells of the year! A must attend for advisors who are looking for new ways to engage with prospects and clients and grow their practice, bar none. ??
Should be epic H. Adam Holt, CFP?, ChFC?
Pretty excited to be part of this great event.
Let’s go!! Sign up and 2x the recording of anything you missed!
Fired up to be a part of this great event again! Don't miss it. So much great info shared!
Cannot wait!
Super excitted!!! H. Adam Holt, CFP?, ChFC?
Can't wait!!! #SpeedDemoParty ??