In a collaborative session led by Julie Ragatz, participants discuss the ongoing research on women in wealth management, emphasizing the importance of group participation and…
In a session focused on unlocking business growth, Minna Shada, Jessica Golson, and Erin Wood emphasize the need for advisors to move beyond traditional marketing…
In this engaging discussion, Jessica Colston emphasizes the importance of effective leadership and performance management in fostering high-performing teams. She highlights the need for clear…
Mike Wieger and Jeff Harris engage in a discussion about driving enterprise value and exploring succession options. They highlight the importance of understanding various business…
In a discussion led by Grant Engelbart, the importance of structured investment committees is highlighted, emphasizing their role in creating a consistent decision-making process. The…
In an engaging presentation, Brian Portnoy and Erin Wood emphasize the role of financial advisors as agents of change, highlighting the importance of behavioral finance…
In this presentation a panel from Carson and FIG discuss the critical transition from accumulation to income planning in retirement, emphasizing the importance of refinancing…
J.J. Peller outlines five essential skills for refining business development practices, highlighting the significance of self-reflection and understanding personal beliefs about the field. Additionally, he…
In this engaging session, Paul West and Cassie Cheek discuss effective marketing strategies tailored for high-net-worth clients. They emphasize the importance of a structured sales…
Dani Fava and Leanne Ball delve into the transformative impact of AI, emphasizing its ability to learn and generate new outputs, unlike traditional algorithms. They…
