- Jeff Benjamin, Senior Columnist, InvestmentNews
- David Lau, Founder and CEO, DPL Financial Partners
- Matt Ohme, Allianz Life, Senior Vice President, Channel Head
- Mike Reidy, VP and Head of RIA Distribution, Security Benefit
- Charles Failla, Principal, Sovereign Financial Group
In this session industry experts and advisors will share their thoughts on how advisors should evaluate key decisions related to building a scalable business, optimize firm financials, and creating sustainable enterprise value.
- Dana Burkhardt, Vice President, Managing Director of Business Consulting, AssetMark
- Tom McCarthy, SVP Sales Strategy, AssetMark
- Stephen A. Taylor, JD, CFP, Managing Advisor, Merited Wealth
Learn the latest offerings and updates from AdvisorEngine and get your critical questions answered from one of their solution experts during live Q&A.
- Kathy Crowley, Senior Business Development Manager, AdvisorEngine