In|Vest 2018: Innovations & Digital Transformations in Wealth
In|Vest 2018: Innovations & Digital Transformations in Wealth

Boomers are the new Millennials. 401ks are hot. All the major market leaders are looking for the perfect robo + advisor strategy. No one’s actually executed it.. AI is more than a buzzword, but not yet worthy of the hype. Customer acquisition and engagement are on everyone’s mind. Competing technology models are forcing firms to choose a path—soup-to-nuts solution, or a la carte ordering? Partnerships. Blockchain. Chatbots. Beyond TDFs. Innovation, innovation, innovation.

The wealth management industry is at a crossroads, as industry leaders embrace digital transformation. But embracing and rolling out across customer segments are proving to be two very different challenges.

Now in its fourth year, In|Vest 2018 will bring together the entire wealth management industry – those that serve retail customers, HNW, UHNW, digital advisors, insurance, asset managers, investors, all manners of solution providers, and consultants to debate and uncover the solutions that are working today, and on the horizon.

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    The In|Vest 2018 program is designed to keep you ahead of an ever-changing industry and position you for success during the digital transformation of wealth management. Year after year, the event is an unqualified success, attracting nearly 1,000 executives from the U.S. and abroad. Download the brochure today to learn more.

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Featured Speakers
Featured Speakers
2018 Demo Presenters
2018 Demo Presenters
Schedule at a Glance
Schedule at a Glance
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Interested in Being a Sponsor or Showcasing Your Product?




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Steve Sanduski, MBA, CFP®
Founder and President, Belay Advisor

Steve is the Founder and President of Belay Advisor, a company that works with growth-minded thinkers to accelerate business, investing and life success. He’s also the co-founder and CEO of ROL Advisor, a SaaS provider of discovery process tools for financial advisors that helps advisors put the client’s life at the center of the conversation, not their money.

For more than 30 years, he’s been building businesses and helping professionals become more successful. Prior to Belay Advisor and ROL Advisor, Steve was the Managing Partner of Peak Advisor Alliance, a business coaching and training resources company that grew from 0 to 1,000 coaching clients during his 11 years of managing the company.

Earlier in his career, he was a senior leader at an independent broker/dealer and helped build the firm’s corporate RIA from $0 to nearly $2 billion in assets under management in a short period of time.

An accomplished writer, Steve is a New York Times Bestselling author and the co-author of two books:

· Tested in the Trenches: A 9-Step Plan for Success as a New-Era Advisor (it has become one of the most sought after practice management books in the industry)
· Avalanche: The 9 Principles for Uncovering True Wealth (became a New York Times bestseller and a Wall Street Journal #1 bestseller)

Steve is also a frequent contributor to the trade press including Financial Advisor Magazine, Investment News and Financial Planning Magazine.

As a professional speaker, Steve has addressed audiences around the world and he focuses on delivering practical ideas, strategies and tools that attendees can use immediately to reach higher levels of success.

He’s also the host of Between Now and Success, which is one of the most popular podcasts in the financial industry. On the podcast, Steve interviews top financial industry leaders as well as other accomplished professional from around the world who have messages that can benefit financial advisors.

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