Agentic AI is expected to transforming how RIAs operate and those early adopters are setting a new industry standard. Join us on July 30 for a complimentary, half-day VIRTUAL SUMMIT hosted by Financial Planning and hear directly from the innovators reimagining what’s possible with AI.
In our closing session, “Building an AI Tech Stack That Works for You and Your Clients”, you’ll gain first-hand insights from trailblazers leading the next wave of AI-powered transformation: Oleg Tishkevich, CEO, Invent Parker Ence, Co-Founder and CEO, Jump Advisor AI Dr. Sindhu Joseph, Founder and CEO, Cognicor Doug Fritz, Co-Founder and Executive Chairman, F2 Strategy Timothy Welsh, President, Nexus Strategy, LLC From hyper-personalized client experiences to scalable automation and compliance solutions, this session will explore the tools, strategies, and agentic AI systems that are revolutionizing advisory practices. |
