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How innovation is reshaping financial advice

Thurs, May 16th | 4:00pm-5:00pm ET

The financial advice profession is evolving rapidly and advisers need to stay on top of their game to better serve clients and build a better business.
In this video webcast, seven of the nation’s most successful advisers share secrets, strategies and tips on how they inspire innovative thinking and what they are doing to prepare for the next wave of innovation that will sweep the financial advice profession.

Join InvestmentNews on a critical video webcast for the future of your practice. How can you innovate to make your firm thrive?

In this webcast, our panel of experts will examine:
  • What is innovation?
  • Why is innovation critical?
  • What are some examples of real innovation?
  • How can you integrate innovation into a thriving practice?
  • What are some strategies for success?
  • How can you stand out in a crowded industry?
This webcast will be a critical resource for advisers that want to stay ahead of the curve.

Accepted by Investments & Wealth Institute for 1 credit towards the CIMA® and CPWA® certifications.

John Burns
CEO and Founder
Exencial Wealth
Ron Carson
CEO and Founder
Carson Group
Matt Cooper
President and Founder
Beacon Pointe Wealth Advisors
John Furey
Principal and Founder
Advisor Growth Strategies
Brent Brodeski
CEO and Founder
Savant Capital Management
Jack Petersen
Managing Partner
Summit Trail Advisors
Jeff Concepcion
CEO and Founder
Stratos Wealth Partners
Frederick P. Gabriel Jr.
Editorial Director


Continuing Education Credits: Webcasts approved for CE credit by the CFP Board, credit will be reported 1 week after the live event. CE Credit is not available for on-demand viewing. For CIMA®/CIMC®/CPWA® CE credits for webcasts approved by Investments & Wealth Institute®, formerly IMCA, live viewers will receive an email 1 week after the live event with a program code to self-report. On-demand viewers will receive an email 30 days after the live event with a program code to self-report.

Please contact us at if you have any questions.

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