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In this Conversations That Close session, we’ll preview key themes shaping today’s advanced markets conversations and how advisors can move discussions beyond transactions toward more holistic financial planning. Register for this session! Speakers: Jessica Jung | Founder & CEO at Vast Wealth Advisors, LLC Jordan DeBettencourt | Vice President of Membership & Engagement at Finseca |
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You asked for more time, and we listened. Conversations That Close – Focus Group is an extended, interactive follow-up to our Conversations That Close series, built for advisors who want to go deeper with our featured guests. Instead of watching from the audience, you're part of the conversation, bringing your own questions, challenges, and real ... Read more |
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