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SUMMARY:Beacon\, The Innovators Roundtable
DESCRIPTION:Beacon\, The Innovators Roundtable \nLocation and Hotel:\nSavannah\, Georgia at the JW Marriott Savannah Plant Riverside District \nIdeal Wealth Firm Attendees\nPractice Management and Advisor Desktop Leaders at Wealth Firms \nDescription\nEncouraging Practice Management and Desktop Technology Leaders to explore the art of the possible\, helping Advisors better serve their customers. \nPartner Focus\nCRM\, Advisor Tools\, Productivity\, and Communication. \nFormat\nThe 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. \n \nREGISTER NOW
URL:https://foundationsource.com/event/beacon-the-innovators-roundtable/
CATEGORIES:Speaking Engagements
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