Finlocity

RESTREAM


XCELLR8 BD Operations Summit

RECORDED: 5/25 - 5/26

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UPCOMING LIVE  SUMMITS



JUNE 29

JUNE 30

SEPTEMBER 15

SEPTEMBER 16

Wealth MGMT Track

Automating 
Portfolio Management"

Financial Wellness Track

"The Digital 
Asset Treasury"

Retirement Track

"NexGen Retirement Planning Tools"

Account Management Track

"Paperless Retirement Account Servicing"

Fiduciary Track

"Protecting Your Most Valuable Asset..
Client Data"

Marketing Track

"Growing AUM with Digital Marketing"

Client Engagement Track

"Making Sense of Rule Changes for Clients"

Risk Management Track

"Using Data & Insights for Plan Inv. Selections

Marketing Track

"Harness the Power of Social Media"

Wealth MGMT Track

"Leveraging Your Client Advisory Board to Optimize Tech

Peer to Peer Track

"Strategies for Increasing Participant Engagement"

Peer to Peer Track

"Roth Conversions Revisited"

Peer to Peer Track

"Digitizing 
Your Operations"

Peer to Peer Track

"Selecting the Ideal Tech Stack for your Practice"

Portfolio Management Track

"Improving Retirement Portfolio Diversification"

Tax Management Track

"Building Tax Efficient Retirement Plans"

Practice Management Track

"Digitizing 
Your Operations"

Fiduciary Track

"Streamlining 
Your Compliance Process"

Participant MGMT Track

"Driving Plan Contributions w/ Marketing Automation"

Practice ManagementTrack

"The Future of 
Qualified Plans"

Succession Planning Track

"Digitizing 
Your Operations"

Practice Management Track

"Using Transcription Services to Improve Client Service"

Financial Wellness Track

"Digitizing 
Your Operations"

Succession Planning Track

"Succession 
Planning as a Growth Strategy"