Because the client experience is still the most relevant part of advisors' lives we're bringing back the theme of advice engagement. We'll be setting the stage to share some of the most exciting new offerings that empower clients to meaningfully engage with their advisor’s advice.
XYPN LIVE attendees are passionate about providing real, comprehensive, and holistic financial advice to their clients. Their goals are made possible by companies like yours! If you’ve created a solution that gets clients engaged with their financial plan, we’re all ears.
You can show it off to our 700+ voting advisor audience looking for the best in advice engagement tech. Applications are open to compete in this year’s AdvisorTech Expo and demo the offerings delivering an exceptional (read: engaging) client experience.
The technology must be for financial advisors and support delivering financial planning services to next-gen clients in an engaging way. Finalists will be selected based on how well their technology offering fits the theme of advice engagement.
To enter, applicants must meet one or more of the following requirements: