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3 Ways Financial Advisors Can Innovate through Chaos
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3 Ways Financial Advisors Can Innovate through Chaos

This webinar will explore how to leverage the power of a digital marketplace and community to help modernize, streamline, and strengthen engagement with clients.

When: Thursday, June 11, 2020
3:00 - 4:00 PM ET
Where: Online Webinar
United States
Presenter: Keith Gregg
Contact: Member Services

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3 Ways Financial Advisors Can Innovate through Chaos


Program Overview

The world went virtual overnight and we have all had to change processes and strategies to suit the new normal. This global pandemic forces enterprises to adapt and use digital tools to maintain business; advisors need to identify the tools that increase efficiency, decrease expenses, and expand opportunity.

Join Keith Gregg, CEO of Chalice Network, to learn how to leverage the power of a digital marketplace and community — curated with money-saving services, innovative tools, and technology helping to modernize, streamline, and strengthen engagement with clients.


You will learn: 

  • What’s working and what’s not for like-minded professionals addressing the need for resources and cost savings (saving money in places you may not have thought was possible – group health insurance, E&O insurance, compliance needs) – especially during this time
  • How you can take advantage of the latest tools and technology, assuring you are not left behind as things evolve and digital tools gain importance

  • The mutual advantages of the partnership of FSP and the Chalice Network--stronger together than we are apart


Featured Speaker:

Keith Gregg is a Financial Services and FinTech Executive, Founder and Chief Executive Officer of San Diego-based FinTech Company Chalice Network, a member benefit organization for independent financial professionals that delivers a fully integrated suite of technology tools, products, and services through a single sign-on shared services technology platform – Chalice Digital Marketplace. He has three decades of executive leadership and financial services experience. Prior to founding Chalice Network he was Founder & CEO of Innovation Equity Partners, CEO of Capital Guardian Securities and First Allied Securities. Keith also served as Senior Executive for Wachovia Securities, GE Capital, and Prudential Investments, and has built a reputation as a Business Acceleration Executive. Keith is the author of Do Well by Doing Good: The Complete Guide to Charitable Remainder Trusts and is a certified planned giving specialist. He holds FINRA Series 7, 24, 63, 65 registrations and is a graduate of the Securities Industry Institute at University of Pennsylvania’s Wharton Business School. Keith was the founder and Chairman of the Wealth Advisor Institute, past President of the Institute of Investment Management Consultants Association Chapters, and Chairman of the Membership Committee for the Investment Management Consulting Association. Keith lives in San Diego, CA with his wife, Catherine, and their two sons. He served honorably in the US Marine Corps and is a recipient of the Presidential Service Award from President Ronald Reagan for his loyal service aboard Marine One.


Educational Level


Registration Fee (includes live webinar, PowerPoint, and access to the archived program)

FSP Premier Members FSP Members Non Members



Registration Options

  • Register online by selecting the "Register" button above.
  • Call our Member Services department at 800-392-6900, Monday–Friday, 9:00 a.m. – 4:00 p.m. ET
  • Refund Policy


Program Material

Upon registration, you will receive instructions via e-mail on how to participate in the program. The e-mail will also include instructions for downloading the PowerPoint presentation.


How Webinars Work

All you need to participate in a webinar is a computer with Internet access to view the live presentation. For the audio portion, you have the option of listening to the program through your computer's speakers (VOIP) or through the telephone. If you prefer not to view the Web presentation, you have the option to listen only over the phone.

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Program Archive

This program will be recorded and archived and the link to the recording will be emailed to all registrants about a week after the webinar. 

Can't attend the live webinar? Register anyway and you will automatically be sent the link to the recording.

The recording will also be accessible by all FSP members in the Member Resources area of the Website within 24 hours of the webinar.

The recording will include both the audio portion and PowerPoint slides.


Partners of FSP

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