Join us for our Virtual Advisor Roundtables to discuss with peers how to enhance success as a financial advisor. Participants and Moderator Chuck Failla decide each session’s topics. Past SOSs have covered technology, compliance, practice development, human resources, business models, fee trends, and more. Don’t miss these opportunities to stay at the forefront of the ever-evolving financial-advisory landscape!
Open ONLY to financial advisors.
You will receive an email with the Zoom link prior to the meeting. |
