AdviceTech Conference

Our CEO, Adam Holt, participated in this year’s AdviceTech Conference along with leaders from Voys Telecoms SA, QuicklySign, ease-E FICA, WealthPro, and Commspace. The conference, which was organized by leading financial planner Louis van der Merwe, sought to provide advisors with advice on how they can provide advice in a digital world.

During his presentation, Adam shared his experience with technology as a former financial advisor, trends in the financial services market that can’t be ignored, and positioning your tech to address what really matters.

AdviceTech Conference 2020 (TimeStamps Below)

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