RIA Edge West Day 1 - Tech for Growth SummitMonday, 7 October 2024 - PT (Pacific Time, GMT-08:00)

Two visions for AI are competing for the minds of wealth advisors. In the first, AI accelerates the digitization of countless tasks, freeing time and resources to scale based on elevated client-to-advisor ratios and advisor replacement through process automation. By contrast, the second vision recognizes the actual history of our industry, one in which each technological advance has resulted in more advisors servicing fewer clients in more comprehensive ways. In this alternative vision, success banks less on efficiency and more on effectiveness. In this session, attendees can expect to walk away with a greater understanding of how AI's strengths and limitations create the opportunity for more effective and valuable client-to-advisor relationships through deeper human understanding.

Join TIFIN President and CRO Rob Pettman, as he discusses the practical application of AI in Wealth Management. What are the best use cases and friction points that AI can help alleviate, why do firms need a sound framework to evaluate predictive and generative AI solutions, and how should executives determine the success of these platforms?

In an ever-evolving financial landscape, staying ahead requires more than just knowledge; it demands the right tools and strategies. Join industry leaders as they delve into the components of a modern WealthStack – a comprehensive ecosystem of technologies and methodologies that empower advisors to enhance client experiences, optimize operations, and accelerate growth. Whether you are looking to refine your current tech stack or seeking new solutions to drive growth, this session offers valuable insights and practical strategies tailored for forward-thinking financial advisors.

What happens when technology collides with emotion? With AI reshaping the landscape of financial planning, it’s offering unprecedented opportunities for client prospecting, engagement, and ultimately growth. Scaling personalized, proactive advice and information is critical, but understanding your client even before conversion will be a gamechanger. During this discussion, expect to learn how AI is making advisors more human through robust client prospecting and targeting, and how data can help you gain greater insights to best service clients in ways that are important to them.

Join industry experts as they unpack the critical elements of successful change management. Learn how to effectively scale your practice by cultivating a mindset that welcomes innovation and continuous improvement. This session will provide you with the strategies and tools needed to navigate the complexities of change and secure firm-wide buy-in. Whether you are looking to implement new technologies, refine your business processes, or shift strategic directions, this session offers invaluable insights into making change a catalyst for growth.

Learn from industry experts as they share insights and strategies to ensure your RIA is positioned for sustained growth and resilience. Discover how to scale your operations efficiently, maintain stability in a fluctuating market, and invest in your team to create a robust and future-ready organization. This forward-looking session is tailored for advisors seeking to prepare for the future by leveraging technology and nurturing human capital.

Learn from industry experts as they share insights and strategies to ensure your RIA is positioned for sustained growth and resilience. Discover how to scale your operations efficiently, maintain stability in a fluctuating market, and invest in your team to create a robust and future-ready organization. This forward-looking session is tailored for advisors seeking to prepare for the future by leveraging technology and nurturing human capital.