What is next in the service of advisors, customers, and enterprise wealth firms?


Location: Casa Monica Resort and Spa, St. Augustine Florida

Typical Attendees: Marketing and Recruiting leaders committed to differentiating themselves

The New Age of Marketing and Recruiting Roundtable is our once a year come together of the best and brightest when it comes to marketing and recruiting. We opted to combine these two roundtables because in our heads they are Ying and Yang - they simply work together.  Digging deeper, we see these two components of wealth firms being front and center to telling the story that differentiated the wealth firm and the advisor. 

Our method of exploration? We weave together targetted case studies, breakout sessions, community questions 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.