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

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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.

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This program has been accepted by the CFP Board and I&WI for four hours of continuing education credit.

PII Greenwich

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.

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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!

LEARN MORE

sponsored by Invesco

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