Breakout Sessions C

#1 – Your firm had a record year in 2024. Instead of taking all the money out of the firm in bonuses, the decision has been made to reinvest a meaningful amount back into the business. Assuming you are looking at improving infrastructure and want to elevate the advisor client experience, where are six places that you would allocate the newly found budget? What are the expected wins from the investment? What timeframe would those wins be expected?

#2 – You are building the wealth firm technology platform of the future. You are looking to be disruptive and innovative within the wealth firm industry. What does the platform look like / include for the Home Office – Advisor & Advisor – Investment? What would be the major benefits? Capabilities? Functionalities?