Name
Standing Out in the Sea of Sameness
Date & Time
Tuesday, October 17, 2023, 3:25 PM - 4:10 PM
Speakers
Jen Mulrooney, American Century Investment Services
Steve Stulb, Ironview Capital Management
Angela Lester-Morrow, Head of Fiduciary Oversight
Kara Boehm, LPL Financial
Jen Mulrooney Steve Stulb Angela Lester-Morrow Kara Boehm
Description

Is our desire for efficiency marginalizing the role of advisor/consultant? Join Jen and a panel of advisors as they discuss how successful advisors are balancing growing and scaling their firms with meeting the needs of diverse employee populations and the ever-increasing demand for personalization.

Location Name
Woodrow Wilson (Exhibit Hall)
Session Type
General Session