The Institute for Portfolio Alternatives is bringing registered investment advisors together for the inaugural IPA RIA Practice Management Workshop.
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!
DIRECTORY SPOTLIGHT
Dates: October 15-16, 2018
Venue: Marriott at Legacy Town Center
Location: Dallas TX
