Docupace gathered some of the most insightful minds in the industry to deliver a wealth management masterclass. Discussions explored successful strategies and impactful trends for wealth management operations, compliance, marketing & growth, advisor technology, and the RIA landscape to equip audiences with a powerful playbook for 2023. Check out the full series below.
Operational excellence isn’t just a dream, it’s a reality for those companies who can combine optimal processes and technologies with capable human hands. This group of the industry’s finest operational leaders will discuss overcoming internal hurdles, plotting a path toward change and keys to sustaining success.
Building and maintaining a thriving financial advisory firm is challenging in today’s disruptive environment. Maximizing scalability, delivering a differentiated client experience, and attracting top talent to an RIA firm requires strategic focus and transformative tech. This group of industry leaders will cover the most pressing drivers for advisory firms.
Everyone knows that technology has the potential to unlock, empower and enable wealth management firms (large and small) to move faster and grow bigger…so why aren’t they? The answer is many are and this group of talented tech wizards will walk through the telltale signs of firms that are succeeding in deploying advisor technology.
Paraphrasing the iconic Gordon Gekko: “The point is ladies and gentlemen that GROWTH, for lack of a better word, is good.” However, with inflation persisting and equity markets dropping double-digit percentages in 2022, growth is a little harder to come by these days. This group of growth gurus will discuss areas of the wealth management business that are ripe for growth in 2023.
Whoever wrote that the key to effective marketing is to “keep it simple” was stupid. For many financial advisors and planners (and marketing professionals themselves), effectively marketing their services and attracting the attention of prospects is rather complex. We’re gathering some superstar marketing mavens to cover ways in which to up your firm’s marketing game in 2023.
With new disclosure, marketing, and “best interest” rules taking effect in recent years, most believe there’s both an art and science to complying with ever-shifting industry regulatory requirements. How can a firm innovate and adapt to such ever-shifting regulatory requirements? These savvy compliance leaders will shed light on the key themes your firm must keep an eye on.
Ryan George is the Chief Marketing Officer at Docupace. He is responsible for the company’s brand awareness, early-stage sales pipeline, content strategies, customer and industry insights, internal and external communications, design, and events. As a member of the senior executive committee, Ryan collaborates with key stakeholders across Docupace to support the company’s growth, retention, and profitability objectives.