Live Event | March 22, 2023
Cerulli Practice Innovation Summit
Join Cerulli Associates for an exciting day of sessions geared to help you innovate your advisory practice
Atlanta History Center
130 W Paces Ferry Rd NW | Atlanta, GA 30305
March 22, 2023 | 11:00 AM EDT
Join This Invitation-Only Event
Cerulli Associates is thrilled to invite you to the Practice Innovation Summit at the Atlanta History Center in Atlanta, GA. This invite-only event will focus on the recently launched Practice Innovation Index, which benchmarks the attributes of the industry's most innovative financial advisory practices.
This program has been accepted by the CFP Board and I&WI for three hours of continuing education credit.
Register Now
Submit your information below to secure your spot.
How Does Your Practice Stack Up?
Take an in-depth assessment and receive a comparative report of your practice relative to top performers in the industry. Learn more about the Practice Innovation Index (PII) and start your assessment today!
