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Envisioning Today’s Growth Plan

Now Available On Demand

The growing trend pre-pandemic to leverage technology for greater business efficiency has only accelerated. Legacy systems proved ill-equipped to adapt to the more virtual environment that emerged in response to Covid-19.

Industry leaders and smaller practices alike no longer view advanced technology as a luxury, but rather as a clear necessity. Unfortunately prioritizing technology still doesn’t make the buying decision easy. 

Join us online on May 11th to hear industry experts discuss the recent trends influencing technology buying and share tips that can set you up for success. 

Get answers to key questions: 

  • What does client engagement mean in a post-pandemic world? 
  • How do you scale your firm’s value prop?
  • Where’s the balance between scalability and customization?
  • What role should technology play in handling wealth transfer to the next generation?

Sponsored by



CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

Matt Saunders
Product Marketing Manager


Cameron Sheehan
Senior Director of Business Development and Account Management


Dennis Gallant
Research Director
Aite Group


David Armstrong - Moderator
Editor-in-Chief and Executive Director of Content and User Engagement