WM 2019 Industry Awards Save the Date

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Coming May 19th...
Practice Management CE Digital Forum

Wednesday, May 19 | Start time: 3:00 pm EDT | 12:00 pm PDT

LIVE, INTERACTIVE DISCUSSION PANELED BY SENIOR EXECUTIVES AT AWARD-WINNING FIRMS

Moderator

Julie Littlechild, Founder and CEO, Absolute Engagement

Panelist

Jesse Abercrombie, Principal and Financial Advisor, Edward Jones

Panelist

Lisa Crafford,
Vice President,
Business Consulting,
BNY Mellon /Pershing

Panelist

Christine Sjolin,

VP Strategic Development and Operations/Partner, FP Transitions

Panelist

Bjorn Widerstedt,
SSC/VP Product Management,
Black Diamond

Designing an Intentional Strategy for the Next Generation of Advisors (3:00 – 3:50 pm EDT)

It is accepted wisdom that having a plan to add younger advisors is critical to long-term success. But is that enough? Our panel of experts will discuss how the most progressive firms are not only hiring younger advisors but intentionally creating a culture to support and develop those advisors. And you’ll learn how this strategy can drive differentiation and growth in the future.

Sponsored by

Practice Management: Your Business Plan

Wednesday, May 19 | Start time: 3:00 pm EDT | 12:00 pm PDT

Continuing Education Credits: CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

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