Top Tweets for #FPINVEST
“Start with due diligence…but you have to have the right constituencies in your organization doing that due diligence.” 🔍@Integrated4FAs’ John Cataldo talks vendor management and #cybersecurity with @finplan’s @justinlmack at #FPInvest
We’re live in New York at @finplan INVEST, where Mark Evans spoke on the AI Town Hall panel alongside @Savvywealthinc CEO @ritikM, @F2_Strategy Director @lamonsa4, and Wealthtech reporter @justinlmack to talk about AI and its application within today’s industry. #FPInvest
Rockstar panel at #FPInvest as
industry trailblazers take the stage to opine on how #AI will transform the client experience. @SavvyWealthInc’s @RitikM,
@ConquestPlanInc’s Dr. Mark Evans and @F2_Strategy’s @lamonsa4 join @finplan’s @justinlmack 💥
The room is packed with attentive attendees as keynote speaker, Daniel Crosby @danielcrosby, presents a powerful presentation to help us gain an understanding of human psychology to bring about better client outcomes. Don't forget to share your experience with us using #FPINVEST.
📸 Yesterday @jasonwenk ignited the #FPINVEST conference with a powerful keynote, challenging the financial services industry to embrace innovation.
Caption this below!
Started the morning @finplan #FPINVEST
@jasonwenk kicked us off with a great keynote message on innovation and how we should challenge ourselves to be better
"There's a better way to do it - find it!" @altruist
This insightful session with keynote speaker Jason Wenk, @jasonwenk, Founder and CEO of Altruist, @altruist is helping attendees understand cutting-edge technologies in the advisory landscape. Attendees, we want to hear from you. Share your experiences with us using #FPINVEST.
I’m lucky in that I get to hear @jasonwenk speak semi frequently and somehow I always learn something new.
Here he is contextualizing AI & other #FinTech innovations to make them not just accessible but **equitable.**
Powerful stuff.
#FPinvest
Love @NuveenInv’s Joy Crenshaw breaking through the young investor vs. high net worth narrative. It’s not either/or:
Think of young investors as “future high net worth”
👊
#FPinvest
Looking forward to attending #FPINVEST next week here in NYC.
If you are a wealth management leader who is interested in visiting about how tailored software and data solutions can align with your goals, let's visit. Email or message to schedule a meeting.
Discover the latest opportunities in #wealthmanagement with @finplan for #FPINVEST 2023. Join us in #NYC to benchmark solutions and explore how #tech can elevate your business. Register today. 💼💡 #INVEST2023 #WealthTech
https://t.co/NNEmeQPhwV
Join Sindhu Joseph, @sindhutweet, CEO of @CogniCor at #FPINVEST to hear about her journey of paving the way in wealthtech and wealth management. Learn steps to growing your business, improving your process & elevating your client experience. Register now. https://t.co/naSDKrBvs2
Hear Diana Cabrices @dianacabrices share how she can help YOU shine on stage at this year's #FPINVEST conference. 🎤 ⚡
And don't miss the chance to enter to win a FREE speaker coaching and demo prep with Diana. Please see the details below.
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