Live Event | October 19, 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

Liberty Hill Union League Club

800 Ridge Pike | Lafayette Hill, PA 19444

October 19, 2022 | 11:00 AM ET

Join This Invitation-Only Event

Cerulli Associates is thrilled to invite you to the Practice Innovation Summit at the Liberty Hill Union League Club in Lafayette Hill, PA. 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 three hours of continuing education credit.

Mike quick 1640x911

Keynote Speaker

Mike Quick

Michael Anthony Quick is a former American football wide receiver. He played professionally in the National Football League with the Philadelphia Eagles for nine seasons, from 1982 to 1990. Quick played college football at North Carolina State University.

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!

LEARN MORE

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.