
Date & Time
Jan 30, 2025 03:00 PM in
Description
Our newest book: Beyond the Broker: Navigating Financial Advisory Independence is launching on Thursday, January 30th! The book is an exercise in investigation, understanding, and defining what independence means. It is a true culmination of insights, strategies, and experiences that go beyond traditional brokerages, offering a unique guide to independence in the wealth management space. Written by 13 outstanding financial services and RIA experts across: Sales, Marketing, Operations, Compliance, Technology, Recruiting/Teams and Financials. What you can expect when you attend! * Co-Author Chapter Spotlights! * Live Q&A with Co-Authors! * Special Announcements & Giveaways! * Post Event Networking! Help us celebrate this BIG achievement! We can’t wait to see you there! Proceeds from our book will be donated to the Professional Business Women of California (PBWC) scholarship fund. Monies to support exceptional young women leaders. Cheers! Cameo Roberson, Founder, Atlas Park Consulting Author: Beyond The Broker
Register Here
Meeting Registration – Zoom
Meeting Registration – Zoom