Join us for a game-changing presentation where he will empower you to become a Superhuman Advisor. This isn't just another session; it's your gateway to mastering AI, social media marketing, content creation, and the latest technologies in insurance and financial services. Imagine effortlessly integrating AI into your daily routine, automating tasks, and transforming client interactions with the power of tech like VR, AR, and NFC. Whether you're looking to amplify your productivity or impress clients like never before, this event will provide live demonstrations and practical insights that are easy to implement, even if you're not tech-savvy. Don't just adapt—lead the industry. Be the advisor your clients deserve and let them wonder how you do it! Reserve your spot now and take the first step towards revolutionizing your practice with AI and cutting-edge technology!

Panos is a multi-awarded international speaker. An expert in the topic of millennials and Gen Z, Artificial Intelligence and Virtual & Augmented reality, digital transformation, internet marketing strategies, and cutting-edge technologies in the insurance profession.

He has an impressive record as an international public speaker with hundreds of hours on stage in more than 50 countries globally, and at prominent events such as NASA Space Center, the main platform of MDRT, GAMA GLOBAL LAMP, and NAILBA annual meetings. 

He has received 11 global insurtech innovation awards from significant organizations such as MIT Enterprise Forum and voted among the 25 Top InsurTech CEOs of 2020 globally and many more. Recently, Panos earned a diploma in “AI for Business” from Penn University, significantly bolstering his proficiency in weaving AI technologies into the Financial Planning and Insurance profession.

With his vast knowledge, expertise, and experience, Panos is the go-to speaker when it comes to understanding the changing landscape of the insurance industry, especially for millennials and new generations. His insights and strategies are invaluable, and he is sure to leave you with a renewed sense of excitement, tons of innovative and practical ideas, and motivation to embrace new opportunities in your business.

No one handed advisors the secret script to make ideal prospects say, “I have to work with you.” Derrick does. In this rapid-fire talk, he reveals exactly what to say to attract and convert high-value clients—so advisors stop chasing and start growing, fast.

What specific technology tools do financial agents use most effectively, and why? How does one build a client service model approved by your compliance officers? What are the realities of using artificial intelligence tools as it relates to compliance with your broker/dealer? Technology has an increasingly significant role to play in the world of finances?

Alison Susko is the vice president of Community and Partnerships at Asset-Map,  a financial technology firm dedicated to creating engaging visual communication tools used throughout the customer and advisor journey.
 
Alison has been working in the financial technology industry for over 15 years specializing in Account Management, Training and Partnership Development/Growth.
 
Before joining Asset-Map in 2018, she worked at eMoney Advisor where she oversaw Account Development and Enterprise Relationships and Docupace Technologies where she created and ran their Training Department.

Torie Happe has 15 years experience in Customer Service, Relationship Management, Business Development, and Professional Services in the Wealth Management and FinTech space. She is known for delivering top notch service, building lasting professional relationships and leadership. 

She is passionate about building strong relationships with clients and partners. Torie is a client advocate with a successful track record of developing and fostering industry leading relationships across custodian, advisor technology and advisor levels.

She is recognized as a top relationship manager and leader in the space being able to identify market trends, assess the competition and customer needs and create solutions that drive adoption. Torie lives in Dallas, TX with her husband Kyle, son Parker and English Labrador Finn