On Monday, April 8, one of the NAPA 401(k) Summit’s early workshops will feature the perspectives of a diverse group of advisors – both experienced and “up-and-comers.”
The panel will be discussing:
- what it means to being open to different perspectives;
- why that matters;
- the ways a team can recognize leadership and creativity with younger advisors;
- how you can set up new “joiners” for success;
- how to tailor your team to reflect your evolving client base;
- how leveraging technology & efficiency plays across generations; and
- how you can literally diversify your business for better performance and ROI.
It’s a session you won’t want to miss, featuring:
- Janine Moore, AIF®, CPFA, CFS, Peak Financial Group, a division of HUB International
- Mike Curry, Retirement Plan Consultant/Financial Advisor, UBS
- Erin Hall, Associate Vice President, Investment Officer, Bermudez/Hall Retirement Group of Wells Fargo Advisors
- Steve Dimitriou, Managing Partner, Mayflower Advisors, LLC
It’s the nation’s retirement plan convention, after all – heading toward 1,200 retirement plan advisors.
Haven’t registered yet? Nothing like waiting till the last minute…
The NAPA 401(k) Summit
April 7-9, 2019
Las Vegas, Nevada
Oh, and just check out that agenda: https://napasummit.org/agenda2019/
