Knowing what works and what doesn’t for your firm can be as simple as asking an advisor who has been there and done that.
Join a group of 12 growth-oriented advisors and one of the best business coaches in the industry for:
Excell Roundtable
When: Tuesday, January 24 at 3 p.m.
Where: AleSmith Brewing Company, San Diego
Cost: The event is free – we’ll provide the food and drinks!
Stick around after the discussion for networking over a beer tasting and brewery tour.