OUR RIA ROUNDTABLE FOCUS:
What is next in the service of advisors, customers, and RIA wealth firms?
Location: Denver, CO
Audience: RIA Wealth Firm C-Suite
Past Attendees: Owners and Leadership of RIAs
Past Wealth Firms Attended: Apollon, B.O.S.S., Commonwealth, CFD, Focused Alpha, Investment Planners, Inc., Keel Point, Modera Wealth, Newbridge, Park Avenue, Strategic BluePrint, Victory Financial.
This is our newest roundtable. This roundtable focuses on issues that registered investment leadership is facing, and supplies a wonderful opportunity to collaborate for a few days and drink in a bounty of perspective along with innovative ideas.
Similar to our other roundtables, we mix together targetted case studies, community questions, breakout sessions, and partner thought leadership for honest and open conversations.. Additionally, we bring our groups together for a small intiimate / family like experience that results is rich dialogue and deep long-term friendships.
