On Thursday, NAIFA Trustee Jesse Dogillo will sit down live with Mark Curtis, Managing Director, Investments & Wealth Management at Graystone Consulting, a division of Morgan Stanley. Mark is one of the most consistently top-ranked financial advisors in the country, with an estimated $490 billion in AUM, and he rarely appears in public industry forums.
Attendees will hear Mark share candid insights on what it takes to perform at the highest level of the profession, from building and sustaining a high-performance practice, to leading exceptional teams, to navigating the forces shaping the future of wealth management.
There will be no replay and no second chance to hear this discussion. We encourage you to reserve your seat now, bring your team together for a watch party, or block time on your calendar to experience this rare access live.
Registration closes soon. Secure your spot today.