|Event Date||Thu Nov 11 EST (in 25 days)|
Exclusively for Top Advisors, RIAs & Teams
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