Transforming into a Modern RIA Firm
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Transforming into a Modern RIA Firm

Learn how to level up your RIA firm with the latest tools and strategies in our online event starting on May 15th at 11:30 AM EST!

By Xtended Financial Resources

Date and time

Wednesday, May 15 · 8:30am - 12:30pm PDT

Location

Online

Agenda

11:30 AM - 3:30 AM (+1 day)

Transforming into a Modern RIA Firm

Nancy Jacobson

Joe Moss

Kate Guillen

Daniel Yoo

11:30 AM - 11:45 AM

Opening Remarks and Welcome (Nancy)

Nancy Jacobson

11:45 AM - 12:30 PM

Innovations in RIA Technology

Joe Moss

12:30 PM - 1:15 PM

Operational Excellence and CRM for Boutique RIA Firms

Kate Guillen

1:15 PM - 1:25 PM

BIO BREAK

1:25 PM - 2:10 PM

Accounting, FP&A, and Process Optimization

Nancy Jacobson

2:10 PM - 2:55 PM

AI Implementation for the Modern RIA

Daniel Yoo

2:55 PM - 3:30 PM

Discussion and Closing Remarks

About this event

  • 4 hours

Welcome to Transforming into a Modern RIA Firm!

Join us for an exciting online event where we will explore the latest trends and strategies for evolving your firm into a modern Registered Investment Advisor (RIA). Learn from industry experts and gain valuable insights on how to adapt to the changing landscape of the financial services industry.

Discover new technologies, innovative practices, and best-in-class tools that will help you streamline operations, enhance client experiences, and stay ahead of the competition. Whether you're a seasoned RIA or just starting out, this event is perfect for anyone looking to take their firm to the next level.

Don't miss out on this opportunity to revolutionize your RIA firm!

Frequently asked questions

What topics will the conference cover?

The conference will delve into transformative strategies for modern RIA firms, focusing on innovation, growth, and industry best practices. Information on technology, CRM, marketing and finance as well as documentation and processes.

How does the conference aid in stabilizing my existing processes?

Insights into creation of systematic process documentation utilizing videos, flowcharts, and screen captures.

How interactive will the sessions be?

Each session is designed to be highly interactive, with Q&A segments, live polls, and opportunities for virtual networking.

What technical requirements do I need to attend the virtual conference?

You'll need a stable internet connection and a device capable of running Zoom. We recommend using headphones for better audio quality.

Will there be any resources available post-conference?

Yes, attendees will receive a resource pack, including session recordings, key takeaway documents, consultation and exclusive tools to aid in implementing the strategies discussed.

Tags

Organized by

Xtended Financial Resources
Free