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EPISODE · Jan 24, 2026

What We Launched at Summit And Why It Changes Everything for Advisors

from The Advisor Arena · host Jaime Malm

At our Summit meeting, we unveiled a powerful new lineup of technology, training, and support built to help financial advisors run more efficient and scalable businesses. In this episode of The Advisor Arena, we recap the major announcements including AdvisorTrack, Prizm, Generational Vault, Loop, Tax Central, Office and Advisor Launch training, IT support, and expanded Tactical Coaching. Whether you attended Summit or are hearing this for the first time, this episode breaks down what was launched and how it can support your growth this year.

What this episode covers

At our Summit meeting, we unveiled a powerful new lineup of technology, training, and support built to help financial advisors run more efficient and scalable businesses. In this episode of The Advisor Arena, we recap the major announcements including AdvisorTrack, Prizm, Generational Vault, Loop, Tax Central, Office and Advisor Launch training, IT support, and expanded Tactical Coaching. Whether you attended Summit or are hearing this for the first time, this episode breaks down what was launched and how it can support your growth this year.

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When was this The Advisor Arena episode published?

This episode was published on January 24, 2026.

What is this episode about?

At our Summit meeting, we unveiled a powerful new lineup of technology, training, and support built to help financial advisors run more efficient and scalable businesses. In this episode of The Advisor Arena, we recap the major announcements...

Can I download this The Advisor Arena episode?

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