Thank you to everyone who participated in the May 13 Practice Management virtual meeting! We appreciate your time and hope you gained valuable knowledge that you can implement for your clients in the future. If you were not able to attend don’t worry! You can watch on your own through the following recording links:
•Richard Weylman Keynote: Elevating the Client Experience to Improve Persistency and Advocacy
•Market Strategy Panel
•Strategy Spotlight: First Trust
•Peer Panel
•Contour Update
•2021 Technology Focus
For questions about the conference, please email events@atriawealth.com.