Live Event | April 12, 2023
Cerulli Practice Innovation Summit
Join Cerulli Associates for an exciting day of sessions geared to help you innovate your advisory practice
1540 Camino Del Mar | Del Mar, CA 92014
April 12, 2023 | 12:00 PM PDT
Join This Invitation-Only Event
Cerulli Associates is thrilled to invite you to the Practice Innovation Summit at L’Auberge in Del Mar, CA. 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.
This program has been accepted by the CFP Board and I&WI for three hours of continuing education credit.
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!