The latest AdvisorTech Expo was different than the others, because of this big lesson:
It’s not just WHAT you know …
It’s what you know HOW TO DO with it.
Implementation was a major focus for the Expo this year.
How to put the latest tech innovations to good use.
How to use them in real-life situations in your practice.
How other advisors use tech for growth, efficiency & client service.
Practical lessons and hard-won experience is what we used to back this up.
While that’s always been a focus for the Expo — this was the FOURTH annual event, if you can believe it — this year we really cranked it up a notch.
We did this based on YOUR feedback. (So if you received a feedback form recently, take it seriously!)
In addition to live Q&As, access to innovators, breakout rooms and more — here’s how we did it:
→ ADVISOR’S PANEL
>> How to leverage Social Media Marketing <<
Lisa Guo, CFA, Sam Lichtman, Zael Miransky, CFP, President, CEO, Aravind Sithamparapillai and Mark McGrath, CFP®, CIM®, CLU® were brilliant in this one.
Really good, experience-grounded advice for how they got started (and kept going) to become successful #financialplanning voices social media.
→ EXPERT SESSION
>> Implementing Estate Planning into your Practice <<
Estate planning is a niche expertise that’s only getting more and more important.
Advisors and planners who can provide this specialization quickly start to stand out.
We were lucky to have a session and Q&A with Jordan Atin.
Estate planning nerds like us 🤓 were gobsmacked at being able to get Jordan for this one — he teaches this topic at Osgoode Hall and is one of the top-rated lawyers in the country when it comes to estate planning.
→ ADVISOR SESSION
>> Implementing Technology to Manage your Team <<
FPAC’s own Christian Battistelli CFP® led this one, and it was a masterclass.
He gave a demo of four low-cost tech platforms from outside the #FinTech world.
Why? Because they have driven incredible efficiency at his firm.
Literally HUNDREDS of hours (and dollars) saved.
Seriously
Want to know the tips, tricks and secrets shared at these and other practical sessions on tech implementation?
Starting to regret that you missed out?
Well, if you registered by last week’s event deadline, we’ve got good news for you …
All these videos are still available for you to watch.
And you can even earn CE credits too.
Follow your Expo login instructions to find out how.
P.S. Thanks again everyone for a great Expo!
excited for this your team and the organization always put on great events with great purpose, value and class.