Carly Brooks
JD, CFP, CLU
SVP, Advanced Sales,
Crump Life Insurance Services
Carly Brooks's Sessions
- May 20
- 1:30 pm
- - 2:20 pm
- Check Mobile App for Locations
- Breakout Session
- NAILBA, Tech & the Next Gen
NAILBA Breakout Session – Advanced Markets Infrastructure: Lessons from BGA Legal Teams
As estate and succession strategies get more complex, the BGAs pulling ahead aren’t just hiring smart people, they’re building smarter systems.
In this candid conversation, experienced BGA attorneys pull back the curtain on how their firms define scope, coordinate with outside counsel, manage advisor expectations, and hold the line on compliance — all while staying indispensable to complex case design. If you’re a BGA leader thinking about how to sharpen your firm’s advanced planning capabilities, this session was built for you.
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