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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: Marty Nanne | Managing Director at NFP Jordan DeBettencourt | Vice President of Membership & Engagement at Finseca |
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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: Ande Frazier | Partner at Peachtree Planning Jordan DeBettencourt | Vice President of Membership & Engagement at Finseca |
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