Live Event | November 10, 2022
Cerulli Practice Innovation Summit
Join Cerulli Associates for an exciting day of sessions geared to help you innovate your advisory practice
200 Inverness Dr W. | Englewood, CO 80112
November 10, 2022 | 11:00 AM MDT
Join This Invitation-Only Event
Cerulli Associates is thrilled to invite you to the Practice Innovation Summit at the Hilton Inverness in Englewood, CO. This 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.
Basketball legend Bill Walton is one of sports’ most recognizable and beloved figures. His success on the court is well documented; the nation’s top college basketball star at UCLA under legendary coach John Wooden, he then played for two NBA Championship teams – the Portland Trail Blazers and Boston Celtics. After his playing career, Bill pursued broadcasting; he is currently covering Pac-12 games on ESPN. Bill Walton has led a life of humility in service of inspiring others. His autobiography, Back from the Dead, was a New York Times bestseller and he is perhaps the best-known Deadhead, having seen over 900 shows.
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!