XYPN LIVE 2024 is gearing up to host its 10th annual conference in Minneapolis from October 15-17, 2024, marking a decade of bringing together fee-for-service financial advisors. As part of this milestone event, the conference organizers have announced a call for entries for the highly anticipated AdviceTech Competition. The competition seeks groundbreaking platforms and solutions designed to empower financial advisors to enhance their business operations and deliver client-centric advice.
The competition is open to technology designed specifically for financial advisors to offer advice as a service. Applicants must meet one or more of the following criteria: be an existing company with a new, independently priced offering; have less than $1 million in revenue; or have launched within the last 12 months. The deadline for submissions is July 31, 2024, at 5:00 PM MT.
Finalists will have the unique opportunity to present their technology on stage at XYPN LIVE, facing a panel of industry-leading experts and influencers. The prestigious awards include "Best in Show," judged by the panel, and "Advicer's Choice," determined by conference attendees. Past winners of the competition have included notable platforms such as Snappy Kraken (2016), Vestwell (2017), and Holistiplan (2019), highlighting the impact and recognition the competition provides.
Finalists will receive several benefits, including a seven-minute demo showcase, two complimentary Exhibit Hall passes, discounted booth space at XYPN LIVE 2024, and promotion through XYPN channels. Winners in the "Best in Show" category will be awarded a free exhibitor booth at XYPN LIVE 2025, exposure to industry-leading judges, and further promotion via XYPN channels. The "Advicer's Choice" winner will earn a free webinar with XYPN’s Network and additional promotional support.
This competition is critical for the financial advisory industry as it encourages innovation and the development of technology that can significantly improve the efficiency, profitability, and impact of financial advisory practices. The advancements showcased can lead to better client outcomes and more streamlined business operations for financial advisors.
With the financial advisory landscape continuously evolving, the AdviceTech Competition at XYPN LIVE 2024 serves as a platform for emerging technologies to gain visibility and validation from industry leaders. The competition not only fosters innovation but also helps advisors discover tools that can transform their practices and enhance their service delivery.
As the financial advisory industry increasingly relies on technology to meet the needs of a diverse client base, events like the XYPN LIVE 2024 AdviceTech Competition play a crucial role in driving progress and encouraging the adoption of cutting-edge solutions. By participating in this competition, technology providers have the chance to make a lasting impact on the industry and contribute to the advancement of financial advisory services.
