Loved sharing the stage with Stuart Katz chatting about talent yesterday. Thanks to our fantastic moderator Sean Allocca and our incredible hosts, Future Proof! ICYMI: “If your people aren’t progressing, it might be time to look in the mirror”. 🫣 I’ll be at Future Proof all day today, come and say hi!
We are having a blast at Future Proof! Yesterday, Stuart Katz, President of Private Wealth, took the stage with Sean Allocca and Lisa Crafford to discuss how top RIAs build high-performing teams that drive growth. Excited for more great conversations and insights ahead!
Tony Bates DipRP
2mo
Lisa Crafford really interesting discussion with some valuable advice. Well played !
Claire O'Keefe
2mo
No doubt you crushed it Lisa Crafford!
Great panel with actionable takeaways!