---
title: "What Advisors Really Want From Their Tech"
description: "What Advisors Really Want From Their Tech — a Milemarker webinar from March 29, 2023 on the gap between what advisors buy and what they actually need."
url: https://www.milemarker.co/resources/events/what-advisors-really-want-from-their-tech
---
[Events](https://www.milemarker.co/resources/events)  What Advisors Really Want From Their Tech

# What Advisors Really Want From Their Tech

[Learn More ↗](https://www.wealthmanagement.com/webinars/what-advisors-really-want-their-tech)

Date

March 29, 2023

Time

2:00 pm - 3:00 pm

Venue

Virtual

Location

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](https://wealthmanagement.com/webinars/what-advisors-really-want-their-tech)

Related reading

### Comparing technology for your firm?

-   [Wealth management technology: how the modern stack fits together →](https://www.milemarker.co/resources/guides/wealth-management-technology)
-   [Wealth management software: the best tools by category →](https://www.milemarker.co/resources/guides/wealth-management-software)

[Talk to us about your firm's data →](https://www.milemarker.co/contact)

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