Ep 70: Adviser Tech Trends from Across the Pond

In early September 2023, the Timeline leadership team embarked on an inspiring journey to California, attending two significant conferences in the heart of technological innovation: Saastr and FUTUREPROOF.

This experience notonly offered us valuable insights into financial advisory technology trends but also provided a unique opportunity for team bonding. Here's a glimpse of the key takeaways and observations from this transformative trip.