It’s only once the economic tide changes and recedes that we see the new landscape it leaves behind. It’s no shock that the financial services ecosystem is transforming alongside the ways customers demand we do business.

For this reason our 2023 summit focused on adaptation. Advisers have an increased duty of care to help clients navigate a volatile and unknown economy.

It also focused on economic evolution. With generational shifts in wealth management, and as customers enter new life stages, advisers must rethink the way they deliver advice to meet their customers’ unique needs.

In order to thrive in this new landscape, advice practices must look to revamp their business models to keep pace with an economy riddled with uncertainty and a lack of structure — and deliver cost-effective advice, boost efficiencies, and meet compliance requirements all the while.

Our expert led sessions armed attendees with:

• Understand the new value of an adviser. Less advisers are in our industry, meaning an increasing amount of assets need to be managed by fewer hands.
• Rethink how advice is communicated and accessed.
• Reimagine your operational structures and find new practice efficiencies.
• Seamlessly deliver quality advice.