AGENDA | March 23

All times are Eastern Standard Times

11:00 AM  to  11:10 AM
Sean Allocca. Deputy Managing Editor. InvestmentNews.
Keynote: Shaping of the end-to-end client experience digitally
11:10 AM  to  11:40 AM

Clients are demanding better, faster, and fully digital investing experiences. Are advisers providing this?

Lule Demmissie. President. Ally Invest.
Sean Allocca. Deputy Managing Editor. InvestmentNews.
Panel: Should bitcoin be used in clients’ portfolios
11:40 AM  to  12:20 PM

In the current market environment, the most important step any advisor should take is to educate themselves end-to-end about the technicalities of blockchain, cryptocurrency, crypto-assets. 

Kianga Daverington. Managing Partner & Chief Investment Officer. Acre of America Partners LP.
Matt Hougan. Chief Investment Officer. Bitwise Asset Management.
Tyrone Ross. CEO. Onramp Invest.
Sean Allocca. Deputy Managing Editor. InvestmentNews.
Tech Demo: Naviplan (Advicent) - a guided retirement financial planning product and Emotomy Digital Investment Advice Platform
12:20 PM  to  12:30 PM
Panel: Innovating and integrating fintech
12:30 PM  to  1:00 PM

Financial advisors/firms are looking for flexible and integrable fintech solutions to enhance the client’s experience, customize advice and portfolios, improve advisor efficiency, and save costs 

Adam Boyer. SVP, Digital investment Advice. Emotomy.
Yonhee Gordon. COO, CMO. JMG Financial Group.
Terri Kallsen. Chief Operating Officer. Wealth Enhancement Group.
Nicole Casperson. Fintech Reporter. InvestmentNews.
Tech Demos: Elements Financial Planning System
1:00 PM  to  1:10 PM
Coffee/Lunch break
1:10 PM  to  1:20 PM
Panel: New digital-assist capabilities for collaborative client relationships
1:20 PM  to  2:00 PM

What methods and capabilities are advisers using to master virtual engagements? What are the ‘digital-assist’ possibilities with modern communication solutions?  

Melissa Rother. Industry Principal, Financial Services. RingCentral.
Mia Zizzo-Gifford. Product Lead, Desktop Collaboration. Northwestern Mutual.
George Moriarty. Chief Content Officer. InvestmentNews.
Tech Demo: FP Alpha - a document automation & specialized planning opportunities platform
2:00 PM  to  2:10 PM
Panel: AI and Fintech tools that build stronger and better businesses
2:10 PM  to  2:50 PM

AI and Fintech tools can benefit both the top and bottom line: client engagement, product and pricing, client experience, productivity, and operational efficiency.

Andrew Altfest, CFP®, MBA. Founder & CEO of FP Alpha. President, Altfest Personal Wealth Management.
Christine Coutolenc. VP Digital Strategy & Wealth Management. Franklin Templeton.
Kyle Hiatt. EVP. Orion Advisor Solutions.
Nicole Casperson. Fintech Reporter. InvestmentNews.
Coffee Break
2:50 PM  to  2:55 PM
Tech Demo: Fidelity ESG Pro - ESG investing software for financial advisors
2:55 PM  to  3:05 PM
Keynote: Wait no more - The Imperative Of Digital Marketing and Social Media
3:05 PM  to  3:35 PM

#WFH is a time for financial advisors to not only survive but thrive in client communications, prospecting to end investors and keeping up relationships with COI's. Deep dive into how to establish your personal brand, value prop, solving client points and how to be more client-centric in your approach.

April Rudin. Founder and President. The Rudin Group.
Sean Allocca. Deputy Managing Editor. InvestmentNews.
Closing Remarks
3:35 PM  to  3:40 PM
George Moriarty. Chief Content Officer. InvestmentNews.