I was honored to be asked to speak at Janney’s Elite Conference as part of a panel presenting on financial planning and my team’s success with the top financial advisors across the firm.
It was a great experience. I made many new connections and I am excited to implement the information I learned.
Here are a few highlights from the conference:
- Key trends shaping the financial markets presented by Lauren Goodwin of New York Life.
- Insights on navigating alternative investments and best practices for client portfolios from Terry Simpson, Senior Investment Strategist (Ares), Ryan Shugrue, Director of Wealth Management Research, and George Zaki, Financial Advisor.
- How AI is transforming the industry and advisor workflow, shared by Brett Riggi, Janney’s Chief Operating Officer, Kevin Bishopp, and George Zaki.
I’m excited to share what I’ve learned with you and apply it to help meet your financial goals.
