k-tcc to Host Inaugural Summit for Advisors in New York City on Oct. 18
Earlier this year, we ran a reader survey to gauge interest in attending a live k-tcc conference featuring talks and panels on expanding your book and monetizing your practice.
What we learned is that you are busy folks but would appreciate:
- A half-day event
- An opportunity to learn and network
- Discussions of recruitment, book growth, transition planning and the effects of regulation and government on your practices
- Top-tier speakers, including CEOs, field managers and market experts.
We listened, so please come to New York City on October 18th to celebrate our premier event.
I understand that you face an ever-changing set of challenges on how to plan for the future. Our summit will uncover multiple ways for advisors to convert challenge into opportunity, drive new revenue and monetize books for success today and in retirement.
We are proud to announce that the event will be keynoted by three prominent speakers: Ron Kruszewski, Chairman & CEO of Stifel Financial; Paul Blease, Director of CEO Advisor Institute at OppenheimerFunds; Josh Brown author, CNBC contributor and CEO of Ritholtz Wealth Management.
You’ll have a chance to interact as well with officials from Interactive Brokers and other sponsors and panel discussants.
Please join us in midtown Manhattan on October 18th. We promise you great business intelligence and efficient use of your valuable time.
The half-day event begins at noon at The Westin New York Grand Central Hotel.
I hope to see you there.
Publisher & CEO, k-tcc