2nd annual Q4 BD Exec Forum
The Q4 BD Exec Forum will give Broker/Dealer CXOs the opportunity to meet and network with innovative technology solution providers and leaders from the most respected investment institutions. This exclusive gathering held in a relaxed, yet focused business environment will bring together senior broker/dealer executives to collaborate on key issues, originate ideas, and learn about the latest business development strategies.
Don’t miss this opportunity to meet with your peers and stay abreast of beneficial technology innovations and the latest in investments.
Trending Discussion Topics
- Back Office Automation - Reducing Paperwork
- Advisor Recruiting & Retention Strategies
- Managing New FINRA, SEC, DOL Regulations
- Cost-Effective Marketing Solutions for Attracting New Clients
- M&A and Succession Planning
Disclaimer: The Finlocity Q4 BD Exec Forum, Website pages, and all associated content are solely intended for use by financial services professionals and solution providers. All other uses are prohibited without express written permission.