Envestnet Summit 2023
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Agenda
Pre-summit
Don’t miss out on our pre-conference sessions that offer an opportunity to take a deeper dive into specific topics. Some sessions are invitation only.
Invitation only
Essential Advisor Practice Management Workshop
As our industry and clients’ needs continue to evolve, this program is designed to help you remain relevant and in tune with growing demands and expectations. This invitation-only pre-Essential Advisor Workshop will arm you with the tools to help your clients navigate financial decisions through every stage of their lives and communicate the value you bring to the investor-advisor relationship.
You’ll learn strategies to help you:
- Better articulate the return on the advice you deliver
- Build and communicate a distinctive value proposition that resonates
- Develop your unique investment story and effectively deliver it
- Utilize technology and data to help clarify financial challenges and improve decision-making
- Implement a service model that saves you time and resources
Tuesday, April 25 • 2:00pm - 5:00pm
Envestnet Women’s Forum
Envestnet is excited to connect women from across our financial wellness ecosystem at Envestnet Elevate to discuss ways to attract, inspire, and elevate more women in Wealth Management. This session will feature a special guest speaker and an opportunity to engage with a panel of female leaders from across our industry.
Invitation only
Tuesday, April 25 • 12:00pm - 2:00pm
Envestnet Peer Roundtable Series
In partnership with BlackRock, Envestnet will lead a peer roundtable discussion for Broker/Dealer Home Office Representatives to share ideas on how firms are working to surpass their Advisory Business goals in 2023 and beyond.
Conversation topics may include:
- Factors to consider in building brokerage to managed strategies
- Tools to help advisors identify opportunities and take action
- How to help advisors have successful conversations with their clients
Invitation only
Tuesday, April 25 • 1:00pm - 5:00pm
Essential Advisor Practice Management Workshop
As our industry and clients’ needs continue to evolve, this program is designed to help you remain relevant and in tune with growing demands and expectations. This invitation-only pre-Essential Advisor Workshop will arm you with the tools to help your clients navigate financial decisions through every stage of their lives and communicate the value you bring to the investor-advisor relationship.
You’ll learn strategies to help you:
- Better articulate the return on the advice you deliver
- Build and communicate a distinctive value proposition that resonates
- Develop your unique investment story and effectively deliver it
- Utilize technology and data to help clarify financial challenges and improve decision-making
- Implement a service model that saves you time and resources
Tuesday, April 25 • 12:00pm - 5:00pm
Tamarac User Group Workshop
Our in-person client user groups are back! Meet with us as we bring together users of the Tamarac platform to discuss workflows, features, and best practices. Members of our Tamarac Product team and our Client Success group will drive the discussion between users and leaders from a number of RIAs to share ideas and optimize Tamarac to its fullest.
