Name
How to Integrate Wealth Management Into Your Practice
Date & Time
Monday, October 16, 2023, 1:15 PM - 1:45 PM
Speakers
Brandon Budd, intellicents
Nicole Corning, Pathlight Advisors
Melissa Cowan, Melissa Cowan Consulting LLC
Brandon Budd Nicole Corning Melissa Cowan
Description

 

Thinking about adding or expanding your wealth management services? Join us to hear from your peers about the benefits of offering wealth management services including their strategies for growth, the most impactful services they offer, and other lessons learned that can drive success.  

Location Name
Baltimore 4-5
Session Type
Breakout Session