Financial Planning’s INVEST

Financial Planning’s INVEST will help decision-makers at wealth management firms understand how new technology can improve advisor efficiency and effectiveness. Advisors will also learn how to better utilize technology to improve client interactions, investment strategies and other practice and client management skills. All INVEST attendees will leave with a clearer sense ofhow they can help their businesses grow. Ashley Longabaugh will discuss her research, Digitizing for Impact: Putting the Wealth Management Client at the Center of Client Onboarding.