September 26, 2023 | Fort Mill, SC
The Future of Advisor Technology
Building the Advisory Firm of the Future
Today’s clients are savvier about investing, reliant on technology for reporting and communications, and demanding fee compression. They want the customer experience of immediacy and accuracy they see in their online consumer behavior.
Advisory firms are constantly looking for ways to keep up with these demands, primarily through enhancements to their investment intelligence, practice management, and the technology required to stay competitive today — and in the future.
Today’s advisors must embrace innovative technologies to stay competitive and tap into new growth opportunities, with a role poised to transform with the integration of AI technologies. CGAN Achieve Charlotte explores how advisors can ensure they get the right guidance and support in navigating the evolving technology landscape.
The result? Leveraging the most suitable technology solutions and industry best practices to stay ahead in the digital era.
Register now!
REGISTER NOW
What is CGAN Achieve?
These dynamic half-day sessions bring some of the brightest minds in the industry together to target the real value of the financial advisor in today’s fast-paced world, while highlighting how advisors can better maximize their time so they can focus on their number one priority—their clients.
Highly Educational Session
Reserved for only 15 independently minded advisors who are looking to future-proof their practice and take it to the next level, CGAN Achieve is a roundtable environment that focuses on several essential areas, including:
Improving the Client Experience
Increasing Sales & Marketing
Streamlining Operations
Growing Your Business
Hear From the Best & Brightest
President & Partner
CG Advisor Network
Founder and Managing Partner
Beacon Strategies
Actionable Steps You'll Take With You
Combine your expertise in financial planning with the advantages of cutting-edge portfolio construction and practice management tools
Customize and control your investment management based on your clients’ unique life goals
Re-energize and scale your operations while maintaining whatever level of independence and flexibility you need
Agenda
Our Commitment
1:00 pm | Meet and Greet
1:30 pm | Embracing Technology to Unlock Growth
Jeff Casey, President and Partner at CG Financial Services
2:15 pm | Break
2:30 pm | The Next Generation Advisor and AI
Chip Kispert, Founder and Managing Partner, Beacon Strategies
3:15 pm | Partnering with a True Independent Advocate
Jeff Casey, President and Partner at CG Financial Services
3:45 pm | Q&A with Top Advisors
4:30 pm | Networking Happy Hour
Carolina Ale House - Fort Mill
Location
LPL Financial Campus
1055 LPL Way
Fort Mill, SC 29715
Address MI:
CG Advisor Network
15744 Peacock Rd
Haslett, MI 48840
Address NC:
CG Advisor Network
7422 Carmel Executive Park Dr,
#320 Charlotte, NC 28226
2023 CG Advisor Network. All right reserved.
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Advisors associated with CG Advisor Network may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and investment advisor representatives of Capital Asset Advisory Services, LLC. dba CG Advisory Services; or (2) solely investment advisor representatives of Capital Asset Advisory Services, LLC. dba CG Advisory Services, and not affiliated with LPL Financial.
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