Print Page | Contact Us | Sign In | Register
WE CANADA | Technology - Redefining the future of advice
Tell a Friend About This EventTell a Friend
 

7/28/2020
When: Tuesday, July 28, 2020
12:00 - 4:30 PM
Where: Virtual Event
Canada

« Go to Upcoming Event List  

WE CANADA & ADVISOR CONNECT
TECHNOLOGY - REDEFINING THE FUTURE OF ADVICE
Technology has become imperative in the ‘new norm’ and its impact its forever accelerating. Staying ahead is vital for Advisors to help them devise investment plans, save time, drive productivity, improve client interaction and ultimately increase revenue. Ignoring it is not an option.

WP’s AdvisorConnect brings together advisors, technology firms and experts for a unique agenda that delivers a comprehensive view on practice management and technology tools that will redefine the future of advice. Join us as we tackle the influence of fintech on the advisory industry, technology platforms and holistic approaches that have withstood the pandemic and how incorporating technology and content marketing is a must to accelerate your business.

In the ‘new norm’, these issues matter – and so does staying connected.

Join us at AdvisorConnect: Canada’s leading networking forum dedicated exclusively to helping advisors connect, communicate, and transact.
 REGISTER
 
AGENDA  
12:00 PM Registration & virtual orientation
12:20 PM Pre-Event Workshop: Improving Your Digital Presence to Put in Front of The Right Audience  
  JACOB REELEDER
Global Digital Manager, SEO & Engagement
Key Media Firm

As face-to-face networking takes a back seat, organizations need to consider the digital first impression they are making. Whether they find you via referral, marketing, or google search, prospective clients are using your digital profiles to make their decision.

Does your website present you as an authority that can be trusted? Do you appear in the right search results? Do you know all your digital touch points?
  • Understanding Authority and Backlinks
  • Understanding how you appear in Search Results
  • Improving your EAT (Expertise, Authority, and Trust)
1:00 PM Welcoming Remarks
1:15 PM Keynote Panel Discussion: Technology & The Future of Advice
 

ROBERT DI IORIO
Vice President & Portfolio Manager
RBC Wealth Management

JASON PEREIRA
Partner, Senior Financial Planner & Portfolio Manager
Woodgate Financial

Technology has become a catalyst for the ‘new norm’ – It’s transformed every facet of the financial advice space, how business is conducted and how we invest. New apps, technology, and solutions are introducing a new era of innovation. That begs the question, what next for 2020 and beyond? WP kicks off its keynote panel with leading WealthTech innovators to talk opportunities, disruption, client engagement and how to incorporate a digital experience to accelerate your business.

  • Technology trends, risks and opportunities
  • The great disruption and the rise of technology
  • Cryptocurrency and why now?
  • The future of Fintech
  EXHIBITION
 1:00 - 4:30 PM
  WORKSHOPS 
2:00 - 3:30 PM  
1:00
  • Visit the virtual exhibition booths
  • Product Demos
  • Arrange one-to-one chats
  • Make new connections
  • Network with the industry
  • Join the conversation in Open Discussion Room



TECHNOLOGY
TRACK
PRACTICE MANAGEMENT
TRACK
2:00 - 2:30 The Future of Wealth Advice The Holistic Approach – Tips to Make Your Brand More Complete 
 
4:30 2:30 - 3:00 Client Retention in a Digital Age Women in ETFs 
3:00 - 3:30 Creating a Revolutionary User Experience  Utilizing Content Marketing/Social Media to Build Your Brand & Your Business  
   
3:30 PM The Incredible Shrinking Alpha: And What You Can Do to Escape Its Clutches
  LARRY SWEDROE
Chief Research Officer
Buckingham Wealth Partners

Alpha still exists! But that doesn’t mean it is easy to find, or even worth the pursuit. Larry Swedroe, author of the bestselling series of The Only Guide investment books, joins AdvisorConnect to present the evidence demonstrating achieving alpha and the four big themes that are behind this inexorable trend.
4:00 PM Networking Open Discussion
  Join your industry peers for a facilitated virtual drinks reception.
4:30 PM Event Ends
   

 

WE GLOBAL GOLD CORPORATE SPONSORS



WE GLOBAL GOLD LEGAL SPONSORS





WE GLOBAL SILVER CORPORATE SPONSORS