[ACT NOW] Early-bird rates expire this Friday

What you'll learn:

► Understand the true mindsets and motivations of the Millennials-and-under crowd

► Integrate the latest brain science to that new, more accurate understanding

► Adopt new practices that build trust and inspire action--so younger customers engage at higher rates

What you'll learn:

► Identify human irrationality that influences financial decisions

► Deepen understanding of human emotions

► Learn strategies to help clients overcome irrationality

What you'll learn:

► Identifying and overcoming the most disruptive obstacles while transitioning to an Independent RIA

► Understanding the importance of selecting technology through the transition to create maximum alignment between operations and compliance processes

► Designing a compliance program that addresses the risk areas most likely to impact the Adviser's firm based on commonly leveraged firm criteria