NEW YORK, April 27, 2017 /PRNewswire/ -- Trilogy Financial Services announced today executive vice president, Nick Richtsmeier, will attend the Salesforce World Tour in New York on May 2, 2017. Mr. Richtsmeier will join Salesforce's director of financial services industry solutions, John Almeida, on stage for a live Q/A session at 1 p.m. ET at Javits Center in New York City, NY. The session will highlight best practices for financial advising firms who wish to use highly-advanced technology to help build deeper and more valuable relationships with their clients.
"We're excited to have Nick present at Salesforce World Tour New York," said John Almeida, director of financial services industry solutions, Salesforce. "Nick's insight and expertise in client relationships and the future of the financial services industry will help strengthen attendees' understanding of this new era of financial advice."
Each year, Salesforce World Tour events inspire and educate the entire global Salesforce community. During this roadshow, Salesforce showcases the future of enterprise software—exploring how cloud, social, mobile, the internet of things (IoT) and artificial intelligence (AI) technologies are transforming companies and enabling them to get closer to their customers. Each event will feature keynotes from Salesforce executives, specialized breakout sessions for every role and industry, live demos of cutting-edge technologies and customers showcasing how they are using Salesforce to grow their business. Future Salesforce World Tour destinations include: New York, Toronto, London, Boston, Paris, Chicago, Tokyo and more.
About Nick Richtsmeier
Nick Richtsmeier is executive vice president of Business Development and COO at Trilogy Capital. With a Masters degree in Transformational Leadership from Bethel University, Mr. Richtsmeier focuses on helping teams of advisors and individual clients clarify their highest objectives, and then make strategic and consistent decisions to help make those goals a reality. His passion is to understand and reveal the storyline of every financial life, helping people rectify the gaps between their greatest aspirations and their day-to-day actions.
About Trilogy Financial Services
Trilogy Financial Services, a privately-held financial planning firm with more than $2 billion in client assets. Headquartered in Huntington Beach, CA and with ten offices in the US. Trilogy Financial's service model focuses on the health and success of Trilogy's team of independent advisors and their ability to support and empower the health and success of their clients.
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SOURCE Trilogy Financial Services, Inc.