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Master List Of Financial Advisor Conferences For 2024-2025

eMoney Summit

October 21-23 | 
Virtual | 

This annual event is designed to help advisors maximize their success with eMoney solutions and gain meaningful takeaways to add value to their practices. The 2024 eMoney Summit will be an entirely virtual event where advisors will explore this intersection of human insight and digital innovation and uncover how they can deliver recommendations that resonate with their client’s unique goals and aspirations, resulting in strong growth and deeper relationships.

Price: $565
Type: Virtual
Content Focus: FinTech, General Planning, Practice Management
Channel: CFPs, Independent BD, RIA
Organizer: Vendor
Michael Kitces
Speaker:
Michael Kitces
Topic:

*Is My Advisory Firm Normal? 6 KPIs To Track & Compare

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