CGAN OWNERS' EXCELLENCE ROUNDTABLE FOCUS:
Come Join Us to Discuss Business Development, Organic Growth, and Client Experience
Location: The JW Marriott Marco Island Beach Resort
Audience: CGAN Firm Owners
Attendees: Owners and Leadership
Description: This is our flagship roundtable for CGAN firm owners. This roundtable focuses on issues that enterprise wealth senior leadership is facing and supplies a wonderful opportunity to collaborate for a few days and drink in a bounty of varied perspectives along with innovative ideas.
At our roundtable, we mix targeted case studies, breakout sessions, community questions and partner thought leadership for honest and open conversations. Additionally, we bring our owners together for a small intimate / family like experience that results in rich dialogue and deep long-term friendships.
