Adam Holt, the mind behind AdviceTech.LIVE, shares why he put this one-of-a-kind event together and what he’s looking forward to the most.
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“We may be locked down, but you can’t lock down my mind,” is the mindset that Corey Westphal of Mobile Assistant approaches our new virtual environment. Hear more of his thoughts at AdviceTech.LIVE.
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Steve Zuschin of LifeYield is excited to be a part of the best speaker lineup he’s seen since the shift to virtual events. Hear from Steve on the Practice Multipliers panel at Asset-Map’s AdviceTech.LIVE digital conference.
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Join Naviplan’s Tony Stich at Asset-Map’s AdviceTech.LIVE digital conference to get the latest updates about Naviplan is empowering hundreds of new advisors and thousands upon thousands of clients to gain digital access to their financial plans.
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Kevin Hughes of Envestnet | MoneyGuide believes we’re on the verge of a real digital breakthrough with both advisors and their clients. Get more of his thoughts at Asset-Map’s AdviceTech.LIVE digital conference.
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AdvisorStream CEO Kevin Mulhern will be at Asset-Map’s AdviceTech.LIVE digital conference to talk advancements in advisor marketing.
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What’s the financial advice trend that gets Marguerita Cheng most excited? Find out in her interview for Asset-Map’s AdviceTech.LIVE digital conference.
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Steve Carroll of Wealthbox believes there’s something for everyone at all levels of their financial journey. Get more of his thoughts at Asset-Map’s AdviceTech.LIVE digital conference.
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