Tim Wilkinson talks to hundreds of successful advisors and he's observed some common traits of high performing teams. Tim will share the secrets that he's seen work for top firms. Many firms are looking to hire talent in their offices and Tim has some tips for finding new members to add to your team.
When
Wednesday, December 7, 2022 from 7:30 AM to 9:00 AM PSTLook who else is already registered!
| John Bacigalupi Cantor Fitzgerald |
| Thomas Bennett Horter Investment Management |
| David Borrelli Invesco |
| Liz Cassal Baron Capital |
| Damien Couture Wealth Enhancement Group |
| Thomas Croxton Mariner Advisor Network |
| Stephanie Dannebaum Stephanie Dannebaum Consulting |
| Eric Flett Concentric Wealth Management |
| Daniel Gannett Park Place Wealth Advisors, Inc. |
| Joe Gengo PIMCO |
| Luke Hayes SSGA |
| Thomas Howard Bedell Frazier Investment Counselling LLC |
| AnnMarguerite Jones Salvation Army |
| David Kramer Retirement Wealth & Tax Advisors |
| Barry Mendelson ZRC Wealth |
| Jeremy Niederstadt Conversant Wealth Management |
| Mike OConnor Advisor Partners, LLC |
| Chad Perbeck Waypoint Wealth Partners |
| Justin Pribilovics-Wade Wells Fargo Advisors |
| Teresa Riccobuono Simply Organized |
| Wade Rodrigues AMSS |
| Jack Schultz Invesco |
| Clay Selland Signet Mortgage |
| David Shackelford Ameriprise Financial |
| David Shaffer HEFFERNAN BRIGNOLE INSURANCE SERVICES LLC |
| Jason Terhune Capital Advantage, Inc. |
| Michael Welch BTR Capital Management, Inc. |
| Sean Wilhelmy Sweeney Kovar |
| Tim Wilkinson Invesco |
| Andy Yin Dimensional Fund Advisors |