Live Event | November 30, 2022
Cerulli Practice Innovation Summit
Join Cerulli Associates for an exciting day of sessions geared to help you innovate your advisory practice
Tony’s at the J-House
1114 E Putnam Ave | Greenwich, CT 06878
November 30, 2022 | 11:00 AM ET
Join This Invitation-Only Event
Cerulli Associates is thrilled to invite you to the Practice Innovation Summit at Tony’s at the J-House in Greenwich, CT. 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 four hours of continuing education credit.
Featuring: Brian Levitt & Jennifer Flitton
Special Commentary on the U.S. Midterm Elections
A discussion on the impacts (or non-impacts) the midterm elections had on the current economic environment.
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!