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
Las Vegas, NV
March 24-26, 2020
Previous Webcast
Alternative Mutual Funds- Complexity of a Vanilla Product
Sheri Pontolillo, Principal,
InterWebinsurance.com
Sherri Cooke, CEO, AI Insight, Inc.
STOP the Crazy - Bringing Meaning & Purpose to Wealth Management
Founder & CEO
JOYN Advisors
The what, why, and how of adding impact investing solutions for your clients.
Sonya Dreizler CFP
CEO
Solutions with Sonya
What does it take to operate a successful RIA?
David Blisk
CEO
Spire Investment Partners
The Human Side of M&A: How Emp. Retention Drives Deal Value
Klint Kendrick, Ph.d
Director of M&A, HR
Oracle
Multi-Family Office Integration: The key to a full-service approach
Principal & CIO
Rehmann Financial
Members
Proudly serving members from leading financial institutions
Community Stats
3000+
Members
100+
Recorded Webcast Hours
71%
Members w/ +21 years exp.
250+
FinServ Solutions
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a Finlocity Member.
