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SIFMA Private Client Conference

The SIFMA Private Client Conference is North America’s leading event designed specifically for financial professionals who service the individual investor. The conference will allow you to hear from top industry leaders on tactical ways to enhance client service, advice and trust to help investors achieve their financial goals. Join senior delegates from across the wealth management spectrum – including global, regional and small firms – as they discuss innovative approaches to effective strategies, leadership, management and client service. Take away strategic ideas that you can implement today to improve service for today’s clients, from baby boomers to millennials. Gain expert insight into top industry challenges including – succession planning, advisor recruitment, the impact of technology and the diverse and changing needs of clients. And share best practices with colleagues and counterparts from across the industry. Interact with your peers from firms of all sizes, as well as vendor-partners with services that can help you improve service and productivity.

 

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