An Agenda Designed Around You
Too many advisors don’t carve out time to work on the business because they’re too busy getting buried in it.
Take some time out for the health of you, your team, and your firm. Spend three days with us. Bring your team. Listen to some of the brightest minds, both inside and outside the profession. Connect with a community that isn’t afraid to share their successes or their challenges.
There’s not a single event atmosphere more conducive to growth – in every sense of the word.
Tentative Agenda (subject to change)