“ASCEND” is designed to inspire, educate, and motivate financial planning professionals to elevate their practice in an ever-evolving industry. This year, our focus is on action, progress, and climbing higher, which is perfectly encapsulated by our theme – “Ascend”.

The summit will feature renowned experts discussing critical trends such as the psychology of financial planning, hyper-personalization, effective CRM usage, cross-border financial planning, best practice management, and successful succession planning.

By integrating these trends into one’s practice, you will not only keep pace with the changing financial landscape but also ascend to new heights of professional excellence. Join us as we strive to redefine the future of financial planning together, one step at a time.