What consultants really want from their technology -Dlight News

Private debt shops are flexing their muscles in the race for credit deals

It may be a bear market, but with thousands of people retiring every day – and growth and income in short supply – the need for professional financial advice has been greater than ever.

But clients want more from their advisors; Consultants want more from their companies; and the companies also want more from their consultants. Wealthtech plays a crucial role here. 2023 is poised to be the year of advisor productivity to meet this growing demand. So how can advisors use technology to drive growth and ultimately a better customer experience? The panel will discuss:

  • The role of technology in changing and improving customer experiences
  • Why extendable technology solutions are table poles
  • Which technologies are changing the wealth management industry the most?
  • Why a Quality Tech stack is essential for business
  • How consultants can advise individually in the digital age

CIMA®, CPWA®, CIMC®, RMA® and AEP® CE credits have been applied for and are pending approval.

Presented by

In a relationship with

Shannon Rosic – Presenter

Director of WealthStack Content & Solutions

H. Adam Holt, CFP®, ChFC®

CEO and Founder
Asset Map Holdings

Jud Mackrill

Milestone, Inc.

Michael Lecours, CFP®


Davis Janowski

Senior Technology Editor

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