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May 18 2017 - 2017 Advicent Innovation Summit
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5/18/2017
When: Thursday, May 18, 2017
8:30 AM - 6:30 PM
Where: The Forum at Convene Conference Center
32 Old Slip
New York, New York  10005
United States

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Advicent invites FPANY Members to attend their 2017 Advicent Innovation Summit!

Join FPANY 2017 Gold Sponsor Advicent on Thursday, May 18th for their FREE Summit.

 

The Advicent Innovation Summit is from 8:30 AM - 6:30 PM on May 18th, with a Special Networking and cocktail reception being held on Wednesday, May 17th from 5:00 PM - 8:00 PM.

 

Plan for a future driven by technology and guided by advisors at the Advicent Innovation Summit.

 

Why Attend:

  • Share best practices regarding how other firms are innovating digital client experience.
  • Maximize profitability by efficiently delivering advice that emphasizes clients’ best interests.
  • Leverage technology to put financial planning at the core of every interaction between firm and client.
  • Improve client retention along with increasing interactions, referrals, and profitability.

 

Click Here for more details and to register for the summit. (Please be sure to use this link to register. This link is specific to our chapter.)

 

CONTACT FPANY

NAVIGATION

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Financial Planning Association of New York

535 Fifth Avenue, 4th Floor
New York, NY  10017
Email: info@fpany.org

Phone: 646-503-4951

Consumers

 

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