THE MODERN ADVISOR VIRTUAL SERIES
Get empowered with next-gen insights
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.
COMING SOON:
SALES
Capturing the Attention of New-Age Investors
April 2025 | 1:00 PM ET (45 mins)
Attract a new generation of investors, who are technologically adept, socially aware, and in search of fresh investment opportunities.
DATA
Unlocking Data to Craft a Scaleable Ecosystem
Is your data working as hard as it could? Join industry thought leaders in data management from Envestnet, FIDX, and iCapital for an online event that will provide insights and strategies for creating a scalable data ecosystem that can help drive efficiency, proactive decision-making, , and growth for your business. creating a scalable data ecosystem that can help drive efficiency, proactive decision-making, and growth for your business.
TECH
The Future of Client Relationships Meets the Power of AI
Join Lara Shackelford from iCapital and Ian J. Karnell 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
STAY INFORMED, STAY AHEAD
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