Conversations That Close – LIVE with Marty Nanne
November 2 @ 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:
Marty Nanne | Managing Director at NFP
Jordan DeBettencourt | Vice President of Membership & Engagement at Finseca
