Knowing what works and what doesn’t for your firm can be as simple as asking an advisor who has been there and done that.
That’s why we’re hosting an Advisor Roundtable – an exclusive event for 12 proven firm owners to get together, talk through what’s happening in our firms and grow based on proven practices.
Join us for this open discussion from 11:30 a.m. to 1 p.m. on October 26, 2022, at Toscano Restaurant, 11450 State St, Draper, UT 84020.
There is no cost to register, and we’ll provide the food and drinks.
This is not a presentation – it’s an open discussion. So join us and be ready to share your story, including:
Thom Hall, Managing Director, Partner & Wealth Advisor at Carson Wealth in Midvale, will moderate the conversation.
Register today, and we’ll be in touch to finalize the details.