US Member: 

Log in


                GROWTH. TRANSFER. LEGACY.

Message or share this event on LinkedIn:

EVENT DETAILS


XPX Boston Breakfast Meeting

  • May 26, 2016
  • 7:15 AM - 9:00 AM
  • Babson College, Olin Hall, Needham Wellesley Room, Wellesley, MA

Registration

Advisory Team Integration Strategies: The Holy Grail. Understanding the full scope of the required collaborative process from A-Z, and making sure OUR clients get everything they need…and deserve.

ONLINE REGISTRATION IS CLOSED. YOU MAY REGISTER AT THE DOOR.


This XPX Boston breakfast will be Roundtable discussions among advisors highlighting collaboration, enhanced value and client leverage. Each advisor will share and hear other advisor’s perspectives on the whole business transition/transaction process, and be able to present their own. The goal is to help educate all of us and open our thinking on collaboration and the benefits it brings to us individually and to our clients.

These Roundtables will be facilitated by:
Tom LeBlanc, ROCG
Kerri Salls, This Way Out Group LLC


Agenda
7:15 - 7:45 AM Full Breakfast & Networking
7:45 - 9:00 AM Program

Copyright XPX Global LLC | Terms-of-Use | Privacy-Policy