Breakout Sessions B

#1 – Data is a cornerstone for innovation and service. Provide a business focused data infrastructure that will set the stage for driving wealth firm innovation. From that data infrastructure, what are three innovations that you would bring to your home office, to your advisors, and to your customers? 

#2 – The Organic Growth Challenge is real. In 2024, various industry groups are quoted as saying OG is less than 3%. So, what is it going to take to go on the offense for gathering and retaining new and existing assets. Can it be solved with technology? Does a mental mind shift need to evolve? What are six ideas that can shift the narrative?