Advisor Tech Wish List: What do advisors expect from their technology?

Date: Tuesday, December 6

Time: 4:00 P.M. ET

Panelists: Scott Reddel, Accenture; Grant Piller, MassMutual; Richard N. Hart, Advisor360°

Advisor360° has released its inaugural 2022 Connected Wealth Report, which asked financial advisors and executives across the U.S. for their perspective on the role that their technology plays in helping facilitate their business.

If you want to be among the first to hear the findings, please join us for Advisor Tech Wish List: What do advisors expect from their technology? at 4:00 P.M. ET on December 6. This InvestmentNews webcast will feature a panel discussion around the insights gleaned from the report.

The panel will include speakers from Accenture, MassMutual, and Advisor360°, and will be moderated by Ryan W. Neal of InvestmentNews.

Register now

Technology and financial advice have never been more intertwined

From the products and services advisors offer clients to communication expectations to prospecting and how a practice is run—technology is the lifeblood of wealth management. This webcast will include:

• The biggest challenges advisors face with current technology setups and the difference between wanted tech and needed tech
• What is the “right” level of autonomy clients should possess in managing their portfolio
• The communications and technology expectations of younger clients
• How advisors use technology to measure the strength of client relationships
• The products and services that matter most to clients

Panelists

• Scott Reddel, Managing Director, Wealth Management Lead, Accenture
• Grant Piller, Financial Planner and Owner of Piller Financial Group, MassMutual
• Richard N. Hart, Senior Vice President, Corporate Development, Advisor360°

Moderator

• Ryan W. Neal, InvestmentNews

Ronnie Campbell is a Content Marketing Associate at Advisor360°, responsible for generating insightful and engaging content that develops the company’s social media presence and story.