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
|Robert A. Di Iorio, Vice President & Portfolio Manager, RBC Wealth Management
|Jason Pereira, Partner, Senior Financial Planner & Portfolio Manager, Woodgate Financial|
|Robert Smuk, President, Agora Dealer Services|
|Petia Tchouk, Senior Manager, Partnership Development Fintech, MaRS Discovery District|
|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
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.
2:35pm – 3:05pm
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.
2:35pm – 3:05pm
Wealth management is going through a monumental change from:
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.
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.
3:10pm – 3:40pm
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.
3:10pm – 3:40pm
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.
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.
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.
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
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