Convene with fellow peers to find the right digital tools

Dear Voornaam,
Financial Planning's INVEST is the premier destination for wealth management leaders who want to get the most out of wealthtech. Although wealthtech can eliminate pain points for advisors and firms, it can also become a challenge when used inefficiently.
Accelerate your organization's growth by offering your team a chance to have face-to-face discussions about the most relevant challenges and solutions with firm leaders, advisors, CTOs and other wealthtech-focused professionals. Attending as a team will allow you to:

Participate in relevant sessions together or divide and conquer to check into different tracks that may be running simultaneously

Discuss, share and compare key takeaways

Engage in strategic discussions with fellow leaders in the profession

I would love to provide you with an exclusive group discount, so feel free to reach out and save up to 30% on your ticket price.