Laurie Schultz, board chair of Riskalyze, talks about the variety of tools at wealth managers’ disposal to support good decision making.

Devon Drew, founder and CEO of DFD Partners, discusses meeting clients where they are.

Aaron Klein, co-founder and chief executive officer of Riskalyze, discusses how firms can leverage compliance as a tool for growth.

Robert Sofia, chief executive officer of Snappy Kraken, explains how focusing on what clients care about is key to crafting messages that resonate.

Anthony Stich, chief revenue officer at Entrustody, explains how the right technology is the key to building a more efficient practice.

Bill Crager, co-founder and chief executive officer of Envestnet, explains how investing can bridge the gap between a person’s financial reality today and their dreams for the future.

Brian McLaughlin, president of Orion Advisor Technology, discusses how advisors and broker/dealers can more easily comply with SEC regulations around text messaging.

Carl Richards, chief brand officer at Elements, explains how thinking differently about planning can enable advisors to serve more of the population.