Live Event | May 10, 2023

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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The St. Regis Houston

1919 Briar Oaks Ln | Houston, TX 77027

May 10, 2023 | 11:00 AM CDT

Join This Invitation-Only Event

Cerulli Associates is thrilled to invite you to the Practice Innovation Summit at The St. Regis Houston. 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.

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This program has been accepted by the CFP Board and I&WI for two hours of continuing education credit. It has also been accepted by CIMCO for five hours of continuing education credit.

Dr Rick Biopic 2

Keynote Speaker

Dr. Rick Jensen

Dr. Rick Jensen is a world-renowned performance coach, sport psychologist, and author. In golf, his clients include more than 50 touring pros on the PGA, LPGA, and Champions Tours who have combined to win over 200 tour victories and 33 major championships. Dr. Jensen has also trained tennis champions, including winners of all four Grand Slam championships.

In the world of financial services, Dr. Jensen has consulted with top firms including Merrill Lynch, Morgan Stanley, UBS, LPL, and Wells Fargo. He has coached hundreds of financial advising teams and trained management at all levels. As a brand ambassador, Dr. Jensen shares his expertise, credibility, and thought leadership to effectively position leading firm’s products and services.

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

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