Welcome to the future of financial advice
After a big splash at T3, AdvisorEngine kept the energy going at its 9th annual conference in Austin. It was three days of connection, ah-ha! moments and unexpected surprises.
Here's what you missed if you couldn't join us at >drive2022:
Highlights included keynotes: Ryan Jenkins (who offered a cure for the workplace loneliness we didn't know we have), celebrity Andy Buckley from NBC's The Office (who shared his experience as a Financial Advisor while working on a hit TV show), and our favorite presiding "Dean of WealthTech", Joel Bruckenstein (who shared his invaluable perspectives on all thing tech).
In between furious note-taking sessions and ah-ha moments, attendees were picking up complimentary copies of best-selling books from our keynote speaker, or the inaugural issue of Action! Magazine, AdvisorEngine's latest compilation of thought leadership content, chock full of actionable takeaways for wealth management teams.
Welcome back to handshakes, hugs and in-person networking. It was great to be together in a safe environment with longtime connections and new acquaintances. We love meeting our clients and industry peers face-to-face more than anything. Fact: Some AdvisorEngine staff members met in-person for the first time, after years remote teamwork. The energy was palpable.
In true AdvisorEngine fashion, the after-hours activities were nothing short of memorable. On top of amazing Austin food and libations, this year's entertainment unleashed the inner Texan in everyone. At the closing event, local musician Teddy Long set the vibe while attendees enjoyed tarot card readings, Texas leather stamping and armadillo racing.
Hear from practice management experts across the industry to learn the latest trends, best practices and predictions for the future of financial advice.
New to your CRM? Get the fundamentals you need to be successful. >drive2022 has tons of great training opportunities for new team members.
Or, as we like to call it, "client service automation." Discover new ways to run manual tasks, activities, and processes through your technology.
Learn compliance best practices and clean data protocols to help you be ready and stay ready in the event of an audit.
Get a peek into the future of BI. We'll showcase new tools and tech to help you drive success with actionable insights.
Meet our integration partners, watch demos and scout out new technology in the exhibit hall. Scoop up some swag while you're at it.