Hear from top-producing advisors in a candid, peer-to-peer conversation about the strategies behind their success. They'll share the business-building habits, client service philosophies, and growth decisions that have helped them build elite practices. The session concludes with an audience-driven "Ask Me Anything," giving attendees the opportunity to explore the topics that matter most to their own businesses and leave with practical ideas they can implement immediately.

Moderator: Jessica Correnti, Capital Square

Panelists:

• Colin Mansfield: Managing Partner, Global Wealth Partners - DFPG Investments

• Jamie Furlong: Co-Founder & CEO, Legacy Investments and Real Estate - Concorde Investment Services

• Jennifer Taylor: Senior Partner, e3 Wealth - Madison Avenue Securities

• John Harvey: President, Cornerstone Wealth - Wealthforge Securities

This is a private event for attendees of the ADISA Annual Conference. Learn more and register to attend by clicking the button below.