Recently, Mid Atlantic held its 2017 National Partner Conference at the beautiful and elegant Arizona Biltmore Resort in Phoenix, Arizona. In the process, attendees were taken on a trip back in time with a 1930s art deco theme! The three day event provided something for everyone, including Bruce Johnstone, Fidelity Investments Managing Director, treating audiences once again to his unique and entertaining perspective on present day economic and market conditions.
Also, Dr. Ben Sorenson of T. Rowe Price delivered a riveting session on how to gather information about clients and prospects through “tells” and develop the skills for response. Meanwhile, David Levine and George Sepsakos of the Groom Law Group tackled the current in-flux state of affairs regarding the DOL fiduciary rule. Additionally, attendees were able to participate in one-on-one training sessions and demonstrations of some of the industry’s top technology platforms by leading third party providers.
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!