#USA #Las Vegas #Envestnet #Katty Kay #Allistair McCaw

Envestnet Elevate 2025: An Overview of the Premier WealthTech Conference

The highly anticipated Envestnet Elevate 2025 conference is set to take place on April 9-10, 2025, at the Venetian Resort in Las Vegas, NV. This marquee event promises to gather a diverse audience of financial advisors, registered investment advisors (RIAs), and leaders in the fintech space—aimed at molding the future landscape of wealth management.

Envestnet has successfully built a reputation for setting industry standards by facilitating connections among advisors and partners to empower their businesses with cutting-edge technology and professional insights. Chris Todd, the CEO of Envestnet, highlighted that the attendees will walk away with actionable strategies to enhance their service delivery in the ever-evolving wealth management environment.

Keynote Speakers

Katty Kay

Among the notable keynote speakers is Katty Kay, a respected journalist who serves as the U.S. Special Correspondent for BBC News and a regular contributor to MSNBC. With a wealth of experience, Kay co-authored the New York Times Bestseller The Confidence Code, which delves into the science of self-assurance and women's economic empowerment. Kay will commence the conference on April 9 at 8:30 a.m. PDT, interviewing Chris Todd on the evolving roles between advisors and their clients.

Allistair McCaw

Adding to the conference's star power is Allistair McCaw, a leadership expert and five-time duathlon world champion. A prolific author, McCaw has penned several bestsellers including Champion Minded and Habits That Make A Champion. Attendees can look forward to his session on April 10 at 4:15 p.m. PDT, where he will share insights into leadership and cultivating a champion mindset, essential elements for success in the competitive landscape.

Dennis Moseley Williams

Additionally, Dennis Moseley Williams, a strategic consultant known for his focus on cultivating business owner relationships and enhancing brand loyalty, will offer his expertise on April 10 at 9:40 a.m. PDT. His talk promises to bring transformative ideas on fostering a sense of belonging and amplifying business impact.

Conference Highlights

Envestnet Elevate 2025 isn't merely an ordinary gathering; it’s an essential opportunity to delve deep into relevant topics impacting financial advisors today. This year’s agenda is packed with sessions designed to empower attendees on various high-growth areas within wealth management.

Serving High-Net-Worth Clients

A focal point of Elevate 2025 will be strategies tailored for high-net-worth (HNW) and ultra-high-net-worth clients. This segment promises insights into effective methods for tax overlay, advanced portfolio customization, and financial planning geared towards these affluent individuals. There is even a pre-conference workshop focusing on mastering high-net-worth practice management—essential for engaging and retaining these clients effectively.

RIA Spotlight

RIAs attending Elevate 2025 can expect to gain invaluable insights tailored to their specific needs. The conference will include dedicated Tamarac sessions that provide an in-depth look at trading, reporting, managed accounts, and portfolio best practices. Pre-conference training sessions will also be available via Tamarac University, catering to various experience levels among advisors.

For those invested in transforming their wealth management practices through innovative solutions, this conference promises to be a cornerstone event. Furthermore, attendees can interact with successful ‘Super Users’ from Envestnet to harness best practices for the platform more effectively.

A Special Keynote Surprise

To add to the excitement, a distinguished guest is scheduled to present a special keynote address on the evening of April 9 at 4:45 p.m. PDT, further enriching the event's offerings.

To sum up, Envestnet Elevate 2025 stands as a pivotal event for those involved in wealth management, promising not only a wealth of knowledge but also unprecedented networking opportunities that will yield long-term benefits. Make sure to register for Elevate 2025 and be part of setting the future of financial advisory.

For complete details and the conference schedule, visit Envestnet Elevate 2025 official site.