Breakout Sessions A

#1 – What are the cornerstones of a good advisory practice? Of those cornerstones, what are the central tenets of each? How have they changed in the last 5 – 10 years and how do you think they will change in the future? How do you measure versus your cornerstone and tenets? 

#2 – What does the ideal wealth management technology stack look like? Are those services internal, outsourced or a combination? How does you decide which is which? How do you prioritize?