The WP WealthTech Summit will share the insights advisors need to future-proof their investments and practices, better understand the resources available to them, and learn how to identify the right technologies to save time, drive productivity, improve client interaction, and ultimately increase revenue.
WP’s WealthTech Summit brings together advisors, technology firms and industry experts for a unique agenda that aims to educate advisors on how to better leverage technology, retain clients, invest for the future, build stronger portfolios, and revolutionize the future of advice.