What Advisors Really Want From Their Tech
What Advisors Really Want From Their Tech
What Advisors Really Want From Their Tech
Date:
March 29, 2023
Location:
Virtual
Time:
2:00 pm - 3:00 pm
Venue:
Virtual
It may be a bear market, but with thousands of people retiring each day – and growth and income in short supply – the need for professional financial advice has never been greater. But clients want more from their advisors; advisors want more from their firms; and the firms, too, want more from their advisors. This is where wealthtech plays a pivotal role. 2023 is poised to be the year of advisor productivity to meet this growing demand, so how can advisors utilize technology to drive growth, and ultimately, a better client experience? The panel will discuss:
The role of technology in changing and improving client experiences
Why extensible technology solutions are table stakes
What technologies are changing the wealth management industry the most
Why having a quality tech stack is essential for businesses
How advisors can deliver personalized advice in the digital age
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
Brought to you by
In partnership with
Shannon Rosic – Moderator
Director of WealthStack Content & Solutions
WealthManagement.com
H. Adam Holt, CFP®, ChFC®
CEO & Founder
Asset-Map Holdings
Jud Mackrill
Co-founder
Milemarker, Inc.
Michael Lecours, CFP®
Co-Founder
fpPathfinder
Davis Janowski
Senior Technology
Editor
WealthManagement.com
wealthmanagement.com/webinars/what-advisors-really-want-their-tech
What Advisors Really Want From Their Tech
Date:
March 29, 2023
Location:
Virtual
Time:
2:00 pm - 3:00 pm
Venue:
Virtual
It may be a bear market, but with thousands of people retiring each day – and growth and income in short supply – the need for professional financial advice has never been greater. But clients want more from their advisors; advisors want more from their firms; and the firms, too, want more from their advisors. This is where wealthtech plays a pivotal role. 2023 is poised to be the year of advisor productivity to meet this growing demand, so how can advisors utilize technology to drive growth, and ultimately, a better client experience? The panel will discuss:
The role of technology in changing and improving client experiences
Why extensible technology solutions are table stakes
What technologies are changing the wealth management industry the most
Why having a quality tech stack is essential for businesses
How advisors can deliver personalized advice in the digital age
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
Brought to you by
In partnership with
Shannon Rosic – Moderator
Director of WealthStack Content & Solutions
WealthManagement.com
H. Adam Holt, CFP®, ChFC®
CEO & Founder
Asset-Map Holdings
Jud Mackrill
Co-founder
Milemarker, Inc.
Michael Lecours, CFP®
Co-Founder
fpPathfinder
Davis Janowski
Senior Technology
Editor
WealthManagement.com
wealthmanagement.com/webinars/what-advisors-really-want-their-tech
EMPOWERING ADVISORS TO ENJOY EVERY MILE.
Mailing Address
Milemarker
PO Box 262
Isle Of Palms, SC 29451-9998
lEGAL ADDRESS
Milemarker Inc.
16192 Coastal Highway
Lewes, Delaware 19958
Built by Teams In:
Atlanta, Charleston, Cincinnati, Denver, Los Angeles, Omaha & Portland.
PARTNERS
Platform
SOLUTIONS
© 2026 Milemarker Inc. All rights reserved
DISCLAIMER: All product names, logos, and brands are property of their respective owners in the U.S. and other countries, and are used for identification purposes only. Use of these names, logos, and brands does not imply affiliation or endorsement.
EMPOWERING ADVISORS TO ENJOY EVERY MILE.
Mailing Address
Milemarker
PO Box 262
Isle Of Palms, SC 29451-9998
lEGAL ADDRESS
Milemarker Inc.
16192 Coastal Highway
Lewes, Delaware 19958
Built by Teams In:
Atlanta, Charleston, Cincinnati, Denver, Los Angeles, Omaha & Portland.
PARTNERS
Platform
SOLUTIONS
© 2026 Milemarker Inc. All rights reserved
DISCLAIMER: All product names, logos, and brands are property of their respective owners in the U.S. and other countries, and are used for identification purposes only. Use of these names, logos, and brands does not imply affiliation or endorsement.
EMPOWERING ADVISORS TO ENJOY EVERY MILE.
Mailing Address
Milemarker
PO Box 262
Isle Of Palms, SC 29451-9998
lEGAL ADDRESS
Milemarker Inc.
16192 Coastal Highway
Lewes, Delaware 19958
Built by Teams In:
Atlanta, Charleston, Cincinnati, Denver, Los Angeles, Omaha & Portland.
PARTNERS
Platform
SOLUTIONS
© 2026 Milemarker Inc. All rights reserved
DISCLAIMER: All product names, logos, and brands are property of their respective owners in the U.S. and other countries, and are used for identification purposes only. Use of these names, logos, and brands does not imply affiliation or endorsement.
EMPOWERING ADVISORS TO ENJOY EVERY MILE.
Mailing Address
Milemarker
PO Box 262
Isle Of Palms, SC 29451-9998
lEGAL ADDRESS
Milemarker Inc.
16192 Coastal Highway
Lewes, Delaware 19958
Built by Teams In:
Atlanta, Charleston, Cincinnati, Denver, Los Angeles, Omaha & Portland.
PARTNERS
Platform
SOLUTIONS
© 2026 Milemarker Inc. All rights reserved
DISCLAIMER: All product names, logos, and brands are property of their respective owners in the U.S. and other countries, and are used for identification purposes only. Use of these names, logos, and brands does not imply affiliation or endorsement.
