Apply to speak at this year's INVEST conference.
Apply to speak at this year's event ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ 
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INVEST

June 12-13, 2023 | New York, NY

CALLING ALL SENIOR WEALTH MANAGEMENT LEADERS

June 12-13, 2023
Hilton Midtown | New York, NY 
APPLY TO SPEAK

At Financial Planning's INVEST, speakers will include some of the brightest minds in the wealth management community. Apply to speak at this year's conference if you have insights into the topics below.

If you’re an expert in one or more of these areas, 
we want to hear from you.

Improving the Client Experience

  • Using Systems of Engagement to Know Your Customer

  • Client Acquisition

  • Client Onboarding

  • Client Data Collection

  • Risk Profiling

  • Prospecting/Lead Management

  • Client Communications

  • Practice Management: Practical takeaways and real life applications

Future Proofing Your Practice with Wealthtech

  • AI and Cognitive Computing

  • Learning Loops

  • Enhanced Data and Analytics

  • Building a Collaborative Ecosystem for Advisors and Clients

  • Systems Integration

  • Background/Compliance Validation

  • Personalizing the Investment Process

  • Tackling Innovation for Retirees and Older Generations














Understanding Compliance and Regulation in 2023

  • Portfolio Management

  • Recordkeeping

  • Custody

  • Disclosure

  • Valuation

  • Registration Issues













APPLY TO SPEAK
Extended Submission Deadline: March 6, 2023

Speaker Benefits

Recognition as an industry thought leader

All-access pass to the event


Contributions toward moving the industry forward
Start Quotation Image

The INVEST conference was key in my starting to build better connectivity to RIAs and other wealth managers interested in Alternative Investing."

– Reginald Tucker, 
Managing Director, Manhattan West
Speaker Image

LET'S GET SOCIAL

#FPINVEST



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Contact Us
GROUP REGISTRATIONS

Albert Britton
(212) 803-8387

albert.britton@arizent.com
SPONSORSHIP OPPORTUNITIES

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(212) 803-8472

kristopher.kadel@arizent.com
PRESS INQUIRIES & PARTNERSHIPS

Melissa Silva

melissa.silva@arizent.com
SPEAKING OPPORTUNITIES

Stephanie Gayant
stephanie.gayant@arizent.com

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