CHAPTER MEETING

Tuesday, December 12, 2023 

Title:

Improving the Client Experience: Best Practices in Advisor Tech

Panel:
Daniel Tripp, CFP®, Associate Financial Planner
Redwood Grove Wealth Management LLC

Daria Victorov, CFP®, PartnerFinancial Advisor
Abacus Wealth Partners

Jesse Pence, CFP®, Partner, Wealth Manager
Waypoint Wealth Partners

Thank You to Our Meeting Strategic Partner!

 

Program Description:
You can't live with it, and you can't live without it. In today's business landscape, technology is integral to success. The field is ever evolving, with new software platforms rising and others stagnating. The advent of AI has prompted our industry to assess its potential and threats, reminiscent of the attention and concern surrounding the rise of robo-advisors.

Any firm neglecting regular evaluations and optimizations of its tech stack and new software offerings is likely to struggle to stay relevant in the coming decades.

Join us in a panel discussion with local RIA firms to explore how they leverage technology to enhance business efficiency and improve the client experience. We will delve into these advisors' beliefs regarding AI and its impact on our industry. Additionally, we'll examine the new technologies these firms have recently evaluated or adopted, and the reasons behind their choices. Gain insights into these firms' tech stacks and any anticipated changes for the future.

Following the discussion, continue your conversation with peers during a holiday networking event. (see below)

*This is a practice management topic. No CE will be granted.  

Panel:

Daniel Tripp, CFP®, Associate Financial Planner, Redwood Grove Wealth Management LLC
Daniel Tripp, Associate Financial Planner, is a Certified Financial Planner (CFP®) with five years of industry experience. His expertise includes comprehensive financial planning, retirement planning, equity compensation, and tax analysis. Dan is passionate about helping clients organize their financial lives while also helping them align their money with their values. He is also an Air Force Veteran, having served 12 years as an Intelligence Officer.

His education includes a BA in Political Science from the State University of Albany, an MS in Advanced Financial Planning with a Concentration in Tax from Golden Gate University, and a Graduate Certificate in Life Planning. Dan lives in Petaluma, CA, with his wife, Caitlyn, their children, Adelyn and Owen, and their dog, Macy. They love being outdoors and exploring the Bay Area. As avid travelers, they enjoy discovering new destinations and visiting friends and family across the country.

Daria Victorov, CFP®, Partner, Financial Advisor, Abacus Wealth Partners
Daria graduated from Virginia Tech's CFP undergraduate education program. Shortly after graduating she relocated to the Bay Area and worked for a small RIA in Silicon Valley. There she kick-started her career working primarily with young professionals in tech. After a year the company merged with another RIA where she gained experience working with a transcontinental team and focusing on transitioning clients to the new firm. In 2016 she moved to Abacus Wealth Partners where she is now a relationship manager and partner. Abacus is a national RIA that serves ~1,600 households. She has been on FPA Silicon Valley's board of directors and the NorCal committee. Currently she is involved with NAPFA's DEI committee. In 2018 she was named one of Financial Advisor's 10 Young Advisors to Watch. 

Daria is a newlywed and lives in San Francisco with her husband, Kevin. Together they live with their cat, Lola and dog, Brutus. Their free time is spent outside, hiking or visiting National Parks. Each year they strive to visit one or more countries and next year are planning to honeymoon in South Africa. With whatever time they have left they like exploring new restaurants or spending time with family and friends.

Jesse Pence, CFP®, Partner, Wealth Manager, Waypoint Wealth Partners
Jesse Pence is a CERTIFIED FINANCIAL PLANNER™ and Wealth Manager at Waypoint Wealth Partners. She is a 7-year veteran of the financial planning industry, who has advanced through numerous responsibilities within the firm. Prior to joining the financial services industry in 2016, Jesse began her career in corporate finance while working as a Financial Analyst at Gilead Sciences. Jesse graduated from Claremont McKenna College with a B.A. in Economics and a minor in Corporate Finance.Jesse became a partner of Waypoint in 2023 and is also a member of Waypoint’s Investment Committee. 

She and her husband, Matthias, are proud bi-coastal residents of both New Orleans (during fall through spring) and Portland, OR (in the summer).

Agenda:
3:00 - 3:30 pm - Networking, Chapter Announcements, Elections & Strategic Partner Acknowledgements
3:30 – 4:25 pm – Panel Presentations
4:25 - 4:30 pm – Final Comments
4:30 pm - Program Closes   
4:30 pm - Holiday Reception Mixer    

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Holiday Reception Mixer
(immediately following the above meeting)

The FPASF Board would like to invite you to join us for a Holiday Reception just after our December chapter meeting. Enjoy generous appetizers and drinks while we take a few moments to connect with our fellow chapter members and guests. We encourage you to reach out to your colleagues and friends to join in on the festivities. Let’s get together to reflect on this past year and celebrate how far we have all come throughout 2023. 

In an effort to extend our community’s good will, we will be hosting a virtual Toys for Tots donation drive! If you are able, we would love for you to contribute to the toy drive via this link –https://yougivegoods.com/drive/view/30376 To share this opportunity with your network, we are including a sample outreach email template that was used last year by one of our board members.Donation Sample Email Outreach Template (thanks for sharing Kristie!) 

Community, Content, and Commitment are the themes for the new year – lets toast 2023 together and welcome in a fresh 2024!

Register Now!