It’s been a year since the CEO Roundtable series assembled some of the best thought leaders in the fintech industry to share ideas to help the advisor community lead through change.
Fast forward to 2021, and the CEO Roundtable series will be back with the same rockstar cast. Join Lori Hardwick (Riskalyze/Orion), Eric Clark (Orion), Brian McLaughlin (Redtail), Robert Sofia (Snappy Kraken), Adam Holt (Asset-Map), and, last but not least, Corey Westphal (Mobile Assistant).
Here are the hot topics that will be discussed:
1. What was the toughest decision we had to make in the last year?
2. What proved critical to our companies’ success that can be a lesson for all?
3. What are changes we implemented that will persist?
We’re happy to have Craig Iskowitz (Ezra Group) back covering all the webinars live on Twitter. Make sure to follow him @CraigIskowitz so you don’t miss anything.
Join us to learn what lessons were learned, as well as for takeaways that every advisor can benefit from.