Conferences & Events

Q1 Compliance Summit: Driving Growth through Social Media

Join us on March 8th as Peter Driscoll, Director of SEC OCIE, discusses 2018 exam priorities. We'll also focus on using social media marketing for business growth. Our esteemed panelists will review compliant ways to use social media and automation to attract new clients. They will also discuss the fundamentals of Facebook and why financial advisers should be using it. Lastly, our experts will share new methods to increase interest in your firm using digital marketing.

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Compliance Conference 2017

We had a great time in Palm Beach at our Compliance Conference in June! Andrew “Buddy” Donohue kicked off our 2.5 day event with over 170 attendees and 26 educational sessions. A big thank you to our sponsors: Analytix, Charles Schwab, DeMarco Sciaccotta Wilkens & Dunleavy, LLP, Global Relay ,...

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