3rd Annual Digital Advice Conference

Our 3rd Annual Digital Advice Conference is on the horizon

The RobustWealth® team is excited to announce the details for our 3rd Annual Digital Advice Conference.

We invite you to another year of fresh powder* and powerful speakers — held again in Big Sky, Montana. We’re looking forward to you joining us for incredible perspectives, networking opportunities and, of course, some of the best skiing in the country.  Registration is now open! Discounted rates for registration and hotel accommodations are available for a limited time.

What are the hot topics this year?

We’re diving right into the What’s, How’s, and Why’s of digital advice. This year we’re focusing on the theme of “Amazon-ing Digital Advice”. With a focus on how you can leverage tech to make your biggest goals a reality, you can look forward to:

  • Meeting the RobustWealth® team and learning about the long-term visions they have for both the company and Principal Financial Group®.
  • Learning how to transition from investment advice to holistic financial planning
  • Hearing insightful viewpoints from the Women in Wealth panel
  • Discussing how firms launch their digital advice solutions

We will announce additional keynote speakers as they confirm. Check out our website for real-time updates or shoot us a note with a suggestion!

What else can you expect?

The three-day conference is sure to have something for all attendees. Don’t miss out on the other perks like:

  • Meeting with the RobustWealth team and getting a one-on-one demo. The team is going to be around during skiing and break times, so you can ask questions, receive customized training, and see what our wealth management platform has to offer.
  • Networking with other future-thinking professionals
  • Invigorating skiing for all levels – lift tickets are included with registration!
  • Speaking with colleagues about the latest trends in digital advice
  • Taking in the beautiful and relaxing scenery

The highlights from last year

Need more proof that this is an awesome conference? Check out some of the content we snagged from the conference last year:

We’re building off the success and momentum from last year. Read our 2nd Annual Digital Advice Conference recap article to get a deeper sense of what the conference is all about. We had a great time, with some favorite moments like:

  • Founder and CEO Mike Kerins, CFA, FRM and Apex Clearing’s CEO, Bill Capuzzi, sharing their views on investing in digital advice. From preparing for the future to a time-saving mechanism, they discussed how digital advice can help you with the changing financial landscape.
  • Tanya Steinhofer’s excellent points on how to adjust some communication practices to cater to all clients.
  • Skiing with Olympians fresh off their return from the 2018 PyeongChang Games.

Join us on the mountain

Be sure to come along to the 3rd Annual Digital Advice Conference and experience the future visions surrounding digital wealth management and advice. Discounted conference registration and hotel accommodations are available until January 15th, so register soon!

* Based on historical seasonal snowfall data at Big Sky, Montana, there is a reasonable expectation of snowfall during the 4-day event window, however, RobustWealth cannot guarantee fresh snowfall at the 3rd Annual Digital Advice Conference.

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