Tori Van Dusen-Roos, Principal COO of Diversified Brokerage Services, and Tricia Pilone, President and Managing Partner of CPI Companies and the Chair of our Women’s Advisory Committee, share valuable insights into their remarkable success in the brokerage world.
Experts in the Field: Enhancing the Advisor Experience
Featured Upcoming Event:
Politics & Policy Update - Federal & State Standards of Conduct Rundown, PLUS — State Wealth Tax Proposals
As you all know, standard of conduct is more than how you should behave in a public setting. Join us…