Explore FinLife CX Firsthand

Join us for a full day of discovery to understand what FinLife CX could mean to your firm.

  • Idea share with other advisors around industry opportunities
  • Participate in a discussion with Joe Duran on the indispensable role of the human advisor

On an ongoing basis, we host a limited group of advisors for an interactive day of discovery at our offices in Dallas, TX. It's an opportunity to:

  • Get a hands on view of how FinLife CX helps firms understand clients in a new way
  • Learn how providing Guidance and Advice can change your firm's revenue model
  • Talk with firms using FinLife CX today
  • Explore what Guidance Driven Investment Management means to clients
  • Meet the people helping advisors deliver the FinLife client experience

Register Today

Space is limited.

Let us know if you'd like to join one of our upcoming events. Hotel and airfare to be provided by United Capital for qualified firms.

Feb 26-27, 2019

May 14-15, 2019

Contact Chandi Maharaj at chandi.maharaj@unitedcp.com or (972) 822-2348. Space is limited.