Changing the Game:
How Executives can level up Advisors with Better Data

Data, the right data, in the right presentation, is the skeleton key that can unlock the next level of advisor performance.

Our panel will explore what works, what doesn’t work, and the pitfalls that can derail efforts (and the secrets to avoid them). And most importantly, how to secure advisor buy-in and deliver results through engagement.

Learn how the right mix of data, insights, incentives and support will level up your data game.

This panel will be moderated by Craig Iskowitz, founder of Ezra Group and will feature the following industry leaders:

• Linda Wittich – FinTech Advisor & Consultant, Top Line Focus
• Farouk Ferchichi – Head of Data Analytics, Envestnet
• Jamie Loughery – Regional President, BMO Wealth Management
• Jeff Marsden – Chief Product and Strategy Officer, Xtiva Financial Systems