Deepen and grow client relationships with Salesforce.
Join us in Chicago on Tuesday, March 20, for the Salesforce Basecamp for Wealth Management. Discover the latest technology for growing your client relationships and network with hundreds of registered investment advisors at the wealth management event of the year.
Hear from Michael Kitces, an industry leader on RIA practice management and technology trends, and Nick Richtsmeier, Chief Innovation Officer of Trilogy Financial, on how to deliver personalized advice at scale with Salesforce.
Michael Kitces is a Partner and the Director of Wealth Management at Pinnacle Advisory Group, a private wealth management firm located in Columbia, Maryland, that oversees approximately $1.8 billion of client assets.
In addition, he is a Co-Founder of the XY Planning Network and New Planner Recruiting, the former Practitioner Editor of the Journal of Financial Planning, the host of the Financial Advisor Success podcast, and the publisher of the popular financial planning industry blog Nerd’s Eye View through his website Kitces.com, dedicated to advancing knowledge in financial planning. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.
Industry Speaker: Nick Richtsmeier
Nick Richtsmeier is Chief Innovation Officer at Trilogy Financial where he leads Trilogy’s investment solutions, branding, and technology teams. With a master’s degree in transformational leadership from Bethel University, Nick focuses on inspiring values-driven strategic action with a passionate commitment to the long-term best interests of the end client. By challenging advisors and the industry to progress toward our better selves, he strives to advance the future of Trilogy’s 20,000 clients.
Keynote Speaker: Ilan Davidovici
Ilan leads the Wealth and Asset Management practice at Salesforce. He’s an industry veteran with almost 20 years of experience in investment management and advising clients on best practices. Previously, he founded Citadel Trust Advisors, a leader in the management of trust assets, and has consulted with some of the world’s largest and most complex financial institutions about wealth and asset management, fiduciary operating models, and putting the client at the center of the experience.