Mid Atlantic held its 2018 National Partner Conference

Mid Atlantic held its 2018 National Partner Conference at the beautiful Roosevelt Hotel in New Orleans.  Over two hundred executive level attendees participated in the three day event, which ran from May 15 – 17 and included a Masquerade Ball!  Guests were also treated to the incredibly good food that is a staple in New Orleans.

The conference provided something for everyone, including Pat Woelfel from FirstTrust who delivered a riveting session called “Get LinkedIn” which discussed how to leverage the BIG 3: Attract Leads, Generate Referrals, and Prospect Smarter.


Another session entitled: “Economic and Market Outlook …. in an Volatile World” was presented by Dr. Claus te Wildt, Managing Director of Fidelity Investments.  He discussed how to position your portfolio in light of an ever-changing world with increasingly complex geopolitical, economic and social issues.

Additionally, attendees were able to participate in one-on-one training sessions and demonstrations of some of the industry’s top technology platforms.

Based on the surveys that are coming in – a good time was had by all!   As always, many thanks go out to all our terrific speakers, sponsors, and business partners for their involvement in helping us make this year’s annual conference so successful and well-received!


Here is just a sampling:

 “Another great event team – I would not change a thing!   Thank you all for the wonderful hospitality and the opportunity to interact with you and your other partners.”

“Superb conference; great location. We particularly benefited from networking and general interactions with presenters.  Many thanks.”

“I have worked with Mid Atlantic for 15 years and have always thought that the service was above and beyond.”

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