Are you ready for what's next? May 23-24, 2017
The Ritz-Carlton, Dallas
2121 McKinney Avenue
Dallas, Texas 75201
The wealth management industry is experiencing unprecedented change. Although many firms are succeeding at the moment, they may not be positioning themselves for future growth. Today’s dynamic landscape requires firms to evaluate and evolve their strategies to create future-ready businesses. Who should attend?
With sessions on a range of topics from tools to elevate the client experience through technology and segmentation to insights into the regulatory, financial and political environment, you can learn about the subjects most relevant to you and glean ideas that you can put into practice immediately to grow and optimize your business for the future. There will also be ample opportunity to exchange ideas with peers, event sponsors and Fidelity executives.
- Principals and Home Office Leaders
- Operations and Technology Professionals
- Practice Management Consultants
- Chief Investment Officers and Portfolio Managers
- Marketing Directors
Join us for this special event.
CFP®, CIMA®, CIMC®, and CPWA® continuing education credits may be earned for qualifying sessions.
Inside Track Sponsors