WP Advisor Connect is a new virtual event for wealth professionals to network, communicate and transact – part of the Wealth Professional Canada mission to keep the industry connected during turbulent times
 
REGISTER NOW

AGENDA

Technology – Redefining the future of advice
July 28, 2020 | 12:00PM - 4:30PM EST

12:00pm Registration and virtual orientation  


12:20pm - 12:50pm Pre-Event Workshop: Improving Your Digital Presence to Put in Front of The Right Audience

As face-to-face networking takes a back seat, organizations need to consider the digital first impression they are making. Whether they find you via referral, marketing, or google search, prospective clients are using your digital profiles to make their decision.

Does your website present you as an authority that can be trusted? Do you appear in the right search results? Do you know all your digital touch points?

  • Understanding Authority and Backlinks
  • Understanding how you appear in Search Results
  • Improving your EAT (Expertise, Authority, and Trust)

Speaker: Jacob Reeleder, Global Digital Manager, SEO & Engagement, Key Media


1:00pm – 1:10pm Welcoming Remarks


1:10pm - 1:55pm Keynote Panel Discussion: Technology & The Future of Advice  

Technology has become a catalyst for the ‘new norm’It’s transformed every facet of the financial advice space, how business is conducted and how we invest. New apps, technology, and solutions are introducing a new era of innovation.  That begs the question, what next for 2020 and beyond?  WP kicks off it’s keynote panel with leading WealthTech innovators to talk opportunities, disruption, client engagement and how to incorporate a digital experience to accelerate your business.  

  • Technology trends, risks and opportunities  
  • The great disruption: What the smart money is betting on  
  • Cryptocurrency and why now?
  • The future of Fintech 

KEYNOTE SPEAKERS

Robert Di Iorio speaks at WP Advisor Connect Technology Robert A. Di Iorio, Vice President & Portfolio Manager, RBC Wealth Management
Jason Pereira speaks at WP Advisor Connect Technology Jason Pereira, Partner, Senior Financial Planner & Portfolio Manager, Woodgate Financial
Robert Smuk Robert Smuk, President, Agora Dealer Services
Petia Tchouk Petia Tchouk, Senior Manager, Partnership Development Fintech, MaRS Discovery District
Jos Schmitt Jos Schmitt, President & CEO, NEO (Moderator)


1
:00pm – 4:30pm  Resource Center

  • Visit the virtual exhibition booths 
  • Product demos 
  • Do business  
  • Arrange one-to-one chats 
  • Make new connections  
  • Network with the industry 

WORKSHOPS - TECHNOLOGY

2:00pm – 2:30pm
Missed Opportunities: Benefits of Reevaluating Your Planning Process in 2020

The modern financial planning practice sees challenges approaching from many angles. Client expectations are evolving, regulations develop swiftly, and competition comes in varying forms. Actions taken today will transform the opportunities of tomorrow. Join Advicent, the provider of NaviPlan, for a look at how FinTech can enhance practice management and keep you ready for any challenge.

Speaker:

Tom Burmeister Tom Burmeister, Vice President, Financial Planning, NaviPlan by Advicent

Lead by: NaviPlan by Advicent 
NP_ByAdvicent

2:35pm – 3:05pm
Empowering Advisors Through Tools & Technology

With the continued growth of investment technology there are endless data points tracking an ever-increasing variety of different investment choices, making it nearly impossible for anyone to keep up with it all on their own.

SIA’s market intelligence platform performs more than 10 billion calculations each night, comparing tens of thousands of different companies, countries, and investments against each other to determine where you can find the best investment opportunities for your clients.

Speaker:

Paul Kornfeld Paul Kornfeld, President, SIACharts

Lead by:
SIA CHARTS

2:35pm – 3:05pm
Leveraging Technology to Enhance the Advisor-Client Experience

Wealth management is going through a monumental change from:

  • new regulatory imperatives such as the Client Focused Reforms (CFRs)
  • an onslaught of new competitors and technology innovations that are reshaping expectations of advisors and their clients

A scan of the global wealth market suggests that Canadian wealth firms in general are tinkering with innovation and lagging global peers. How can Canadian wealth-management firms keep up with the CFRs and other new regs? Where can FinTech/RegTech be leveraged? Join the discussion to learn from a wealth-management firm that’s investing in innovation, a Canadian FinTech that’s creating innovation, and a new industry association that’s advancing the adoption of RegTech in Canada.

Speakers:

Caitlin Ebanks Caitlin Ebanks, Vice President ETFs, BlackRock
Gillian Kunza Gillian Kunza, CCO & Head of Business Integrity, Aligned Capital Partners
Wendy Rudd Wendy Rudd, Member of the Board, Canadian Regulatory Technology Association (CRTA)
Lori Weir Lori Weir, CEO & Co-Founder, Four Eyes Financial

Lead by:
1 - 1080 x 1080

WORKSHOPS - PRACTICE MANAGEMENT

2:00pm – 2:30pm

The Future of Wealth Advice

The roles and responsibilities of a financial advisor are changing as influenced by the COVID-19 pandemic, impending great wealth transfer, looming retirement crisis, increasing client needs and growing focus on ESG. How can wealth management firms address the needs of their clients and at the same time empower advisors to offer advice holistically? Join Accenture’s Gregory Smith as he uncovers findings from our recent Advisor Study and shares global best practices to enable financial advisors to excel within the changing business model and remain profitable.

Speaker:

Gregory Smith Gregory Smith, Managing Director and Head of Wealth Management, Canada, Accenture

Lead by:
Acc_Logo_Black_Purple_RGB

3:10pm – 3:40pm
Creating A Revolutionary User Experience

Many companies try to create a great customer experience. But only a handful are willing to make the changes required to deliver on that promise. In this not-to-be missed session we discuss the pandemic, technology, products, and platforms that are user friendly to help advisors save time and add value. Leave with tips on how to make a great experience a revolutionary one.

Speakers:

Steeve Pratte Steeve Pratte, Business Product Manager, Croesus
Darren Darren Matte, Editor, Wealth Professional Canada Magazine

Lead by:
Croesus-Logo-CMJN (1)

3:10pm – 3:40pm
Utilizing Content Marketing/Social Media to Build Your Brand & Your Business

Content marketing should be an integral part of any practice. Whether you’re using Facebook, LinkedIn, Instagram, Twitter, podcasts or blogs. Get the insight on how to successfully use content marketing/social media to make your brand and business thrive.

Speakers:

Mike Philbrick speaks at WP Advisor Connect Technology Mike Philbrick, Director, ReSolve Asset Management SEZC
Justin Castelli speaks at WP Advisor Connect Technology Justin Castelli, Founder & Financial Advisor, RLS Wealth & Co-Founder,  The AGC™
Sam Rook Sam Rook, Associate Portfolio Manager, RBC Dominion Securities

 

3:40pm – 4:20pm The Incredible Shrinking Alpha: And What You Can Do to Escape Its Clutches

Alpha still exists! But that doesn’t mean it is easy to find, or even worth the pursuit. Larry Swedroe, author of the bestselling series of The Only Guide investment books, joins Advisor Connect to present the evidence demonstrating achieving alpha and the four big themes that are behind this inexorable trend.

Speaker:

Larry Swedroe speaks at WP Advisor Connect Technology

Larry Swedroe, Chief Research Officer, Buckingham Wealth Partners

4:20pm – 4:30pm Networking Open Discussion
Join your industry peers for a facilitated virtual drinks reception. 

 

*Please note that all times listed are Eastern Standard Time.

SPONSORS

Acc_Logo_Black_Purple_RGB Agora partners with Weath Advisor Connect Croesus-Logo-CMJN (1) NP_ByAdvicent NEO_Horz_Simple_Web SIA CHARTS

 

MEDIA PARTNERS

cetfa_final_logo - transparent 1920 x 1080 Logo_ReSolve_RGB 1 - 1080 x 1080

 

REGISTER NOW

Advisor rate - Complimentary
Subject to approval for: investment advisors, discretionary portfolio managers, financial planners, financial advisors etc.

Industry professional ticket - $499
Subject to approval for: service providers, wholesalers, fund issuers & marketers, investment fund managers & other professionals in the wealth management industry in a non-advisor role

 

Brought to you by

WP logo

Please note by registering for this online event you consent to provide us with your email address and other personal information.
We may share this information with our partners in support of this event and for sales and marketing.