Conversations That Close – LIVE with Mando Sallavanti
October 7 @ 1:00 pm - 1:30 pm
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.
Speakers:

Mando Sallavanti | Founder & Financial Advisor at Freedom Path Wealth

Jordan DeBettencourt | Vice President of Membership & Engagement at Finseca
