Thoughtfully curated webinars featuring the leaders helping shape the future of the industry.
WHY YOU SHOULD ATTEND:
Invaluable Insights
Gain knowledge from leading insurance carriers, broker-dealers, and more.
Stay Ahead of the Curve
Learn how to embrace the latest cutting-edge tools.
Tech-Savvy Solutions
Discover new strategies to redefine how you do business.
DATA
The Future of Client Relationships Meets the Power of AI
Tuesday, February 11 | 1:00 PM ET (45 mins)
Join Ian J. Kernell from VastAdvisor for an engaging workshop-style panel discussion where the future of financial advisory converges with cutting-edge AI technology. Discover how these tools can streamline your operations, enhance personalization, and fuel growth, all while improving client engagement and driving efficiency. Whether you're looking to stay ahead of the competition or unlock new opportunities for your business, this discussion will equip you with the strategies and knowledge to integrate AI seamlessly into your practice.
Attract a new generation of investors, who are technologically adept, socially aware, and in search of fresh investment opportunities.
PREVIOUSLY:
DATA
Crafting a Scalable Ecosystem for Data Excellence
December 3 2024 | (45 mins)
Mastering data management and utilization is now crucial for achievement. This online event is crafted to provide financial professionals with the essential knowledge and resources needed to develop and sustain a scalable data environment.
STAY INFORMED, STAY AHEAD
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