OUR ROUNDTABLE FOCUS:
What is next in the service of advisors, customers, and enterprise wealth firms?
Location: Santa Barbara, CA
Audience: Wealth Firm C-Suite
Past Attendees: C-Suite, Presidents, Senior Positioned Leadership
Past Wealth Firms Attended: Ameriprise Financial, Avantax, B Riley, Cambridge, CFD, CG Financial Services, Cuso Financial Sorrento Pacific, Equity Services Incorporated, Farmers Insurance, Grove Point, Hammond ILES, Investment Planners, Inc., Kestra, Lion Street Financial, LPL Financial, Newbridge, New York Life, Sanctuary, United Planners, Valmark
This is our flagship roundtable. We have hosted this roundtable, typically in Sonoma, CA, for the past 14 years. In order to establish some parity, we decided to host this years roundtable in Bermuda. This roundtable focuses on issues that enterprise wealth 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.
