In this insightful session, Gavin Spitzner moderates a virtual panel discussion on the shift from investment-centric value props to advice- and planning-centric models and how AdviceTech helps power those propositions and client experiences.

Gavin’s panel represents a diverse set of wealth management firms including fast-growing RIAs, a top ten bank and a challenger fintech:

Topics include:

  • digital & virtual advice-based client engagement
  • holistic advice & planning (banking, investing and decumulation)
  • outsourcing and automation to improve CX and free up capacity to focus on deeper client relationships
  • tech-driven business development
  • hyper-personalization via effective use of data and CRM
  • how to optimize the combination of humans AND tech
  • diversity, equity & inclusion strategies to both democratize access to advice and improve our businesses and industry

View the discussion HERE

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Industry trends

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Advisor
Technology

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Digital
Advice

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Practice
Management

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Diversity
and Advocacy
Initiatives

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Executive Leadership