We’ll address the daily practice management challenges facing financial professionals, and uncover strategies to grow business using real asset investments.
Industry experts will cover a wide spectrum of topics, including: portfolio construction strategy, compliance administration, client engagement and marketing, business operations, succession planning and more. For actionable intelligence and growth strategies that can create real value, don’t miss this unique workshop!
Dates: October 15-16, 2018
Venue: Marriott at Legacy Town Center
Location: Dallas TX