With the rise of robo-advisors and AI-driven investment management, it's clear that technology isn't just a tool—it's a game changer.

As these tools grow, they challenge traditional roles, but offer tremendous opportunities for those willing to adapt. To stay competitive, especially with valuable but often overlooked SMB customers, embracing digital transformation is essential. With intergenerational wealth transfer on the horizon, advisors must provide personalized, technology-enhanced strategies to thrive. Join our webinar to learn how integrating the right technology into your services can provide deeper insights and more efficient portfolio management that will truly set you apart.

This webinar will cover:

• Mastering AI Integration: Improve decision-making and efficiency by incorporating AI into your advisory model
• Unlocking SMB Potential: Engage and Retain SMB Customers to Realize Their Long-Term Potential
• Enhancing customer relationships: Use digital tools to deepen customer relationships throughout their M&A journey

CIMA®, CPWA®, CIMC®, RMA® and AEP® CE credits have been applied for and are awaiting approval.

Sponsored by

Matt Beecher
Chief Revenue Officer
INTERVAL

Shannon Rosic – Moderator
WealthStack Director of Content and Solutions
WealthManagement.com