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What's Finlocity?

Finlocity is a members-only online community for financial services professionals. 

It delivers high-impact content and educational resources via a private and 

secure social network, coupled with a solutions provider directory, and 

live and on-demand webcasts featuring industry subject matter 

experts and thought leaders.

Social Network

Solutions Hub

Webcasts

Leadership Forums

How it Works

Las Vegas, NV
​March 24-26, 2020

View Details

Previous Webcast

Alternative Mutual Funds- Complexity of a Vanilla Product

Sheri Pontolillo, Principal,

InterWebinsurance.com

Sherri Cooke, CEO, AI Insight, Inc.

Watch

STOP the Crazy - Bringing Meaning & Purpose to Wealth Management

David Geller 

Founder & CEO

JOYN Advisors

Watch

The what, why, and how of adding impact investing solutions for your clients.

Sonya Dreizler CFP

CEO

Solutions with Sonya

Watch

What does it take to operate a successful RIA?

David Blisk

CEO

Spire Investment Partners

Watch

The Human Side of M&A: How Emp. Retention Drives Deal Value

Klint Kendrick, Ph.d

Director of M&A, HR 

Oracle

Watch

Multi-Family Office Integration: The key to a full-service approach

Jeff Phillips, CFA, CPA

Principal & CIO

Rehmann Financial

Watch

Members

Proudly serving members from leading financial institutions

Community Stats

3000+

Members

100+

Recorded Webcast Hours 

71%

Members w/ +21 years exp.

250+

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