Roundtable Name
The Marketing & Recruiting Roundtable
Date
October 7th - 9th
Location and Hotel
Denver, CO at the Hotel Clio (Cherry Creek)
Description
Challenging Leaders Tasked with Business Growth to Go Outside Their Comfort Zones Exploring New Ideas, Technology Stacks, and Tactics to Deliver Prolific Business Growth.
Past Wealth Firms Attended
Addison Avenue, CFD, CG Financial Services, Cuso Financial Sorrento Pacific, Equity Services Inc, Farmers Insurance, First Command, Hightower, LPL, Newbridge, PlanMember, Sowell, United Planners, Wealthspire Advisors
Partner Focus
CRM, Marketing Platforms, Email Enhancement, Proposal Generation, and Communications
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 rich memories along with plenty of great ideas to take home.
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Roundtable Book
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