About the Webinar

Advisors have more leverage than ever, but many remain constrained by outdated models and fragmented technology. Featuring insights from both recruiting and technology leadership, this conversation highlights how advisors can reclaim autonomy while navigating an increasingly complex industry.

Key Themes: 

• The Advisor Empowerment Era — industry-wide shift in advisor leverage and value
• Reclaiming Autonomy While Navigating Firm Structures — independence, hybrid models, non-negotiables
• Advocating for a Flexible, Advisor-Centric Tech Stack — how advisors push for tech optionality
• The Broken Advisor Workday — specific inefficiencies and what good looks like
  
  

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