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JOIN THE FRESH KNOWLEDGE MOVEMENT

Learn, inspire and earn with people that share your passion.


Exploring the Financial Advisory Practice of the Future

A top tier investment firm is looking to engage a team of ongoing advisors to develop a new online industry resource. In this early stage, we are asking interested accredited advisors and fund managers to engage in a light brainstorming session to validate interest and high-level thinking.

Please indicate your interest by submitting a response and registering. In a few hours, a link will be sent to you to join the brainstorm mapping session. The session will go over a few weeks, and you may come in a little or as much as you are interested.

peopleSeeking Expert Participation

- Financial Advisors
- Investment Advisors
- Money Managers
- Pensions Managers
- RIAs
- CFAs
- CFPs
- Retirement Planners
- Independent Firms
- Wirehouse Advisors

supervised_user_circle Top Applicants

flag Expectations

Panel members log in when inspired to nominate ideas, contribute commentary, and engage with other members. Other panelists are added to your network.

stars Value

- Enhance your knowledge on trends driving your industry
- Connect with high-caliber peers on subjects of importance
- Gain recognition as a thought-leader
- Selected panelists will earn a $50 honorarium upon entering the panel
- Earn cashable 'Currntcy' points and rewards for your contributions

Experts nominate one resource, data set, content type, or tool they feel are valuable to deliver superior asset management or advisory, and support it describing its accessibility and impact.
Higher
Availability
Lower
Lower
Impact to Your Business
Higher

NOMINATE YOUR OWN POINT BY FILLING OUT THE FORM BELOW

Click a circle to see details

lockThis panel is now closed to new applicants.

Refer and get $10 (40 Currntcy).

Make sure you are logged in, copy the link, share it with potential panelists (that are not already Currnt users), if they are
selected and participate, you earn $10 (40 Currntcy). It's that simple.