OUR OPERATIONAL EXCELLENCE ROUNDTABLE FOCUS:

What is next in the service for advisors, customers, and enterprise wealth firms?

Location:  Orlando, FL

Audience:  Wealth Firm Operations Professionals

Past Attendees: COOs and Firm Operations' Leaders

Past Wealth Firms Attended:  Addison Avenue, Avantax, Cambridge, Concorde, Equity Services Incorporated, Harbour Investments, Insigneo, Investment Planners, Inc., JW Cole, Kestra, Lincoln Investment, Lion Street Financial, LPL Financial, M Financial,  Madison Av Securities, Merit Investment Advisors, Newbridge, PlanMember, Prospera, Securian and more.

Our Operational Excellence Roundtable is our annual deep dive into the challenge enterprise wealth firms have operating their business. Balancing technology with personalized services, all on a budget. We weave together case studies, community questions, breakout sessions, and partner thought leadership. Beyond, we bring our groups together for a family type experience that results is rich dialogue and deep long-term friendships. 

This year, initial thinking is that we will be diving into:

  • Digitization: What does it really mean? To advisors. To Operations teams. Are they aligned? 
  • Automation. What does it mean? Is it a panacea or pandoras box? 
  • The changing face of service: changing expectations - can support keep up?
  • The hybrid model: a supportable model for service teams?
  • The Wish List