Name
How Advisors are Making Financial Wellness Happen Right Now
Date & Time
Tuesday, October 17, 2023, 11:00 AM - 11:30 AM
Speakers
Description
In an industry where everyone is talking about Wellness, and only some are executing on it, there are as many people who doubt it as believe in it. This presentation will both show you how to execute an effective strategy, and make a business case for investing into and building an effective wellness practice.
Location Name
Annapolis 1-2
Session Type
Breakout Session