Boston, MA

What is Qwoted?

Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.

Event Date Thu Nov 11 EST (in 25 days)
Location Boston, MA
Region Americas

Exclusively for Top Advisors, RIAs & Teams

Sample Sessions:
CE Credits Available
• SHOOK Talks - Best ideas from Top Advisors
• The Future of Teams
• Creating a Winning Team Culture
• Team Structure & Efficiencies
• What's the right team structure to serve the affluent?
• Intergenerational Teams - How to structure, market and serve clients.
• Investment Panel - Where are the opportunities?
• Compensating and incentivizing team members