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AdvisorEngine Leadership Webinar: December 2023

Client webinar


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Join the AdvisorEngine leadership team for Product Roadmap updates and actionable practice management tips.

Who should attend:

All roles at your firm - including your C-suite, advisors, operations roles and client service professionals. Leadership roles are especially encouraged to join. So grab your team members and attend together! You won’t want to miss this call.


Summary Agenda:

  • Executive Session. Get timely updates on what your RIA peers are focused on heading into 2024.
  • Product Look-Back. Check out recently launched features that your team should be taking advantage of.
  • Product Look-Forward Roadmap. Preview the exciting product enhancements coming your way. 

Presenters include:
Rich Cancro (CEO)
Craig Ramsey (COO)
Amber Krier (Head of RM)
Patrick Arnold (Head of Product)
Ned Dane (Chief Growth Officer)
Suleman Din (Editor of Action! Magazine)

Watch on demand

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