June 29 & 30, 2022 | Program: 11:00 AM - 3:00 PM EST
This is a must attend summit for
RIAs
Hybrid IBDs
Family Offices
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.
Solution Sponsors
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
Prize Drawing #2
Attendees Remain Online
Summit Adjourns
THANKS FOR JOING US TODAY.
SEE YOU NEXT TIME!
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.
