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

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L’Auberge

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.

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

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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!

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sponsored by Invesco

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