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June 29 & 30, 2022 | Program: 11:00 AM - 3:00 PM EST

This is a must attend summit for 
​RIAs

Hybrid IBDs
​Family Offices

Sponsor Booths
Agenda

The 3rd Annual XCELLR8  RIA & WealthTech Online Summit will provide an opportunity for Registered Investment Advisors, Family Offices, and Hybrid Broker/Dealers to conveniently watch presentations from subject matter experts providing valuable insights while showcasing exciting technology solutions designed for the Financial Services marketplace. 

Executive Presentations


Leadership Panels


Insightful Q & A


Raffle!


​​Solution Sponsors

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Previous Attendees Include

​Agenda

10:45 AM

11:00 AM

11:30 AM

11:35AM

12:05 PM

12:10 PM

12:40 PM

12:45 PM

1:15 PM

1:20 PM

1:50 PM

1:55 PM

2:25PM

2:30 PM

3:00 PM

Summit Day 1

    Attendees Login to Main Session

WEALTH MANAGEMENT TRACK

“Automating Portfolio Management

5-Minute Intermission

Attendees Remain Online

PRACTICE MANAGEMENT TRACK

"Negotiating Competitive Advisory Agreements"

5-Minute Intermission

Attendees Remain Online

MARKETING TRACK

"Growing AUM with Digital Marketing

5-Minute Intermission

Attendees Remain Online

PEER-TO-PEER TRACK

"Developing a Durable Operations Plan"


EXECUTIVE PANEL

5-Minute Intermission

Attendees Remain Online

SUCCESSION PLANNING TRACK

"RIA Transitions Made Easy"

5-Minute Intermission

Attendees Remain Online

FIDUCIARY TRACK

"RIA Vendor Due Diligence"

5-Minute Intermission

Attendees Remain Online

FINANCIAL WELLNESS TRACK

"ESG & Impact Investing in the New Era"

Prize Drawing #1

Attendees Remain Online

Day 1 Summit Adjourns

THANKS FOR JOING US TODAY. 

SEE YOU TOMORROW!

Summit Day 2

    Attendees Login to Main Session

FINANCIAL WELLNESS TRACK

'Wealth Accumulation Planning Simplified”

5-Minute Intermission

Attendees Remain Online

FIDUCIARY TRACK

"Protecting Your Most Valuable Asset...Client Data"

5-Minute Intermission

Attendees Remain Online

SUCCESSION PLANNING TRACK

"Succession Planning as a Growth Strategy"

5-Minute Intermission

Attendees Remain Online

PEER-TO-PEER TRACK

"Selecting the Ideal Tech Stack for Your Practice"


EXECUTIVE PANEL

5-Minute Intermission

Attendees Remain Online

WEALTH MANAGEMENT TRACK

"The Role of Digital Assets in Client Portfolios"

5-Minute Intermission

Attendees Remain Online

MARKETING TRACK

"Harnessing the Power of Social Media

5-Minute Intermission

Attendees Remain Online

PRACTICE MANAGEMENT TRACK

"Using Client Portals to Deliver Superior Service"

Prize Drawing #2

Attendees Remain Online

Summit Adjourns

THANKS FOR JOING US TODAY. 

SEE YOU NEXT TIME!

Sponsors
Agenda

​Registration

Disclaimer: The Finlocity XCELLR8 RIA & WealthTech Summit, Website pages, and all associated content are solely intended for use by financial services professionals and solution providers.  All other uses are prohibited without express written permission.