CEO Roundtable - Leading Through Change
As financial advisors navigate the unprecedented changes in today’s world, both personally and professionally, hear from leading fintech company executives as they discuss various relevant topics related to remote working, change management, and perseverance.
Panelists:
- Adam Holt, Asset Map 
- Brian McLaughlin, Redtail Technology 
- Corey Westphal, MobileAssistant 
- Eric Clarke, Orion Advisor Tech 
- Lori Hardwick, Riskalyze 
- Robert Sofia, Snappy Kraken 
