CEO Roundtable Series: The Comeback

It’s been a year since the CEO Roundtable series assembled some of the best thought leaders in the fintech industry to share ideas to help the advisor community lead through change.

Fast forward to 2021, and the CEO Roundtable series will be back with the same rockstar cast. Join Lori Hardwick (Riskalyze), Eric Clark (Orion), Brian McLaughlin (Redtail), Robert Sofia (Snappy Kraken), Adam Holt (Asset-Map), and Corey Westphal (Mobile Assistant).

Here are the hot topics that will be discussed:

  1. What was the toughest decision we had to make in the last year?

  2. What proved critical to our companies’ success that can be a lesson for all?

  3. What are the changes we implemented that will persist?

We’re happy to have Craig Iskowitz (Ezra Group) back covering all the webinars live on Twitter. Join these leaders from some of the top advisor technology companies to learn what lessons were learned over the past year and takeaways that every advisor can benefit from.

TJ Hill