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

Getty Images 1160947373 3600 X1200

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.

View Full Agenda

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.

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!


sponsored by Invesco

We use cookies to improve your site experience, distinguish you from other users and support the marketing of our services. These cookies may store your personal information. By continuing to use our website, you agree to the storing of cookies on your device. For more information, please visit our Privacy Notice.