Beacon, The Innovators Roundtable
Location and Hotel:
Savannah, Georgia at the JW Marriott Savannah Plant Riverside District
Ideal Wealth Firm Attendees
Practice Management and Advisor Desktop Leaders at Wealth Firms
Description
Encouraging Practice Management and Desktop Technology Leaders to explore the art of the possible, helping Advisors better serve their customers.
Partner Focus
CRM, Advisor Tools, Productivity, and Communication.
Format
The Beacon team weaves together case studies, breakout “brainstorming” sessions, and attendee community questions. Our full day of thought leadership is encased in a high touch Beacon experience that leads to critical learnings, rich memories along with plenty of great ideas to take with you and share.
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