Roundtable Name
The Operational Excellence Roundtable
Date
March 26th - 28th
Location and Hotel
TBD
Description
Bringing together operational leaders for a dynamic roundtable that explores the art of the possible in support of advisors and their investor customers
Past Wealth Firms Attended
Addison Avenue, Avantax, Cambridge, Concorde, Equity Services Incorporated, Harbour Investments, Insigneo, Investment Planners, Inc., JWCole, Kestra, Lincoln Investment, Lion Street Financial, LPL Financial, M Financial, Madison Av Securities, Merit Investment Advisors, Newbridge, PlanMember, Prospera, Securian
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