Councils are small, membership-only groups consisting of professionals within the same industry/title/peer association. Shared experiences will deepen subject matter understanding and relationships with Council members. These groups manifest our tagline, "Learn From Experts. Learn From Each Other." The Councils meet monthly for half-days and are led by a trusted moderator. Join this powerful education movement. Chatham House Rule applies.
This Council will feature ongoing discussions to share ideas and best practices to investing, managing money, and operating a successful financial advisory. If you're serious about improving the performance of your practice and service to your clients, this is the Council for you. We also welcome high-powered investors since their perspective can be invaluable. We are eager to share our ideas with colleagues vested in the cutting edge of the investing landscape.