NEW YORK, March 6, 2019 /PRNewswire/ -- AdvisorEngine, a financial experience company that provides a digital wealth management technology platform, today announced its 2019 >drive summit – the seventh annual summit which will take place at the Omni La Costa Resort & Spa in Carlsbad, California from September 23 to 25, 2019.
The 2019 summit will offer keynotes from industry-leading speakers, hands-on product training, and a sneak peek into the latest product innovations for the AdvisorEngine platform and Junxure CRM. The event also includes engaging practice management breakout sessions and networking events focused on transforming financial experience through technology. Attendees, including financial advisors, operations leaders and industry influencers, can expect many of the same highlights of past events including the popular CRM Bootcamp and User Group sessions where users learn best practices from their peers, and the "Expert Bar" where users can meet one-on-one with product experts.
"Wealth management is ultimately about caring for clients and proactively addressing their needs," said Rich Cancro, CEO of AdvisorEngine. "The community that forms at >drive is unique. The level of care on display at this event is unlike anything else I've seen. Attendees show up ready to learn and push one another to raise the bar on the client experience they are delivering."
Last year's summit in Nashville, TN attracted a record 250 people. It included the inaugural CEO Studio, an invite-only gathering of executives to discuss industry trends and effective leadership tactics. The summit also featured a workshop from a leading expert on Millennials and Gen Z; a panel led by the founder of Technology Tools for Today, Joel Bruckenstein; a talk from an active duty Navy Seal; an early morning river run led by a fitness influencer; rides in self-driving Tesla Model X cars; a DJ set from electronic music producer WILKI and an 'American Idol' style country music competition.
">drive has always showcased quality sessions, but last year it took a major leap forward. The energy and creativity in the room was palpable, with CEOs, financial advisors and operations leaders actively participating and sharing best ideas," said Joel Bruckenstein, CFP®. "If you attend the 2019 >drive summit, you will go home inspired with a checklist of actionable things you can do to make an impact in your business."
Summit-goers can also enjoy the Omni La Costa's resort amenities throughout their stay, including 2 championship golf courses, an award-winning spa and wellness center, 17 tennis courts, 8 swimming pools, a variety of dining experiences, world-class shopping, and more.
Early bird discounted registration for the 2019 >drive summit is now open. To register and stay up-to-date on the latest conference details, visit: https://conference.advisorengine.com.
AdvisorEngine is a financial experience company. Through technology and consulting services, the company works with financial advisors to create personal, scientific and beautiful experiences. Its technology brings together advisor experience (AX), business operations experience (BX) and client experience (CX). Its consulting services help address the most common pain points felt by growing advisory firms. The company uses data and design-thinking to create solutions.
Founded in New York City in 2014 by a team of experienced financial and technology executives, AdvisorEngine was the first company to integrate smart automation within a digital wealth management platform. The company now serves 14,000 users across 1,300 firms with over $600 billion in network. For more information, please visit www.advisorengine.com.