Adapt to Thrive: Evolving Your Financial Advisory Practice
Featuring John Taft (former CEO, RBC U.S. Wealth Management), Doug Lennick (CEO think2perform), and Richard Leider (Author, The Power of Purpose).
Are you equipped to thrive? Learn what’s needed to maintain a successful financial advisory practice amid new DOL regulations, emerging technology and shifting client demographics.
Join think2perform for an informative, two-day conference featuring some of the industry’s best thinkers and leaders. You’ll walk away with ideas and actions you can put to use immediately.
BY ATTENDING YOU WILL:
• Deepen your understanding of marketplace changes and industry shifts.
• Discover new value propositions to attract and retain more clients.
• Examine how to leverage technology to your advantage.
• Share insights and best practices with industry peers.
Tuesday, October 11, 2016 (1-5pm)
Wednesday, October 12, 2016 (7-12 Noon)
Cost: $995Share >