Discover exactly what you need to know to thrive and adapt to the massive industry changes we're living through today.
Uncover strategies to gain and retain more clients in 2021 and beyond. Learn about new SEC and tax rules affecting financial professionals. Get insider tips & tricks from top advisors and experts that will help you maximize your ROI and avoid making common mistakes. Gain knowledge on navigating the volatility of in-person and virtual efforts.
Ed Slott - CPA, America's IRA Expert
Deirdre Van Nest - Founder, Crazy Good Talks
Frank Maselli - Professional Speaker, Seminar Expert & Coach
Max Schatzow - Attorney, Stark & Stark
Evan Kramer - CEO, White Glove
Monica Ho - Chief Marketing Officer, SOCi, Inc.
Brad Gotto - Partner/Private Wealth Manager, Fiat Wealth Management
Luke Acree - President, ReminderMedia, Host of Stay Paid
Brad Swineheart - Vice President of Business Development, White Glove
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