Roundtable Name
The Operational Excellence Roundtable
Date
March 2025
Ideal Wealth Firm Attendees
Operational Leaders at Wealth Firms
Description
Bringing together operational leaders for a dynamic roundtable that explores the art of the possible in support of advisors and their investor customers
Partner Focus
CRM, Workflow/Process, Data Management, and Clearing & Custody
Format
The Beacon team weaves together case studies, breakout "brainstorming" sessions, and attendee community questions. Our full day of thought leadership is encased in a high touch Beacon experience that leads to critical learnings. rich memories along with plenty of great ideas to take with you and share.
Roundtable Infographic
Roundtable Book
Top 9 Takeaways
Peer Referral