No images? Click here Β
We are pleased to invite you to theΒ Advisors to Watch Summit. This full day event gathers a great collection of industry-leading speakers discussing team development, M+A, succession and valuations, AI, investing strategies and the future of wealth management. And, join us for the closing cocktail reception and award presentation.Β This is a great chance to step away from the grind and think strategically about the future of your business.Β Β
Β
Β
October 10, 2024Β |Β 8am Β
SELECT SPEAKERS Β
Mary Ann Bartels Matt Baum Greg Banasz Tim Bello Eric Beyrich Bill Coppel Scott Danner Olivia Eisinger Β
Vince Fertitta Jesse Frehling Jeff Gonyo Stan Gregor Brandon Kawal Ron Kruszewski Scott McCaffrey Bob Milligan Β
Chris Mone Joe Montgomery Pedro Palandrani Kevin Reedy Robert Russo Tom Sagissor Shannon Spotswood Β
Β
Β
Β
Β
|
-
This email was sent
August 7, 2024 4:13pm
-
Country:
United States
-
Tags
Publishing Financial Services B2B