The Center proudly led two separate Top Advisor Sessions at the recent Raymond James National Conference. Matt Chope and Tim Wyman (pictured left) led a discussion about growing your business. Dan Boyce and Melissa Joy presented "Finding, Developing, & Implementing Junior Partners." Over 100 peers attended each session.
With the destination of Orlando, Florida, nine team members flew south to attend the National Conference May 21st through the 25th. The four-day event welcomed over 3,400 participants from across the nation. The conference fosters both professional and personal development through a variety of learning sessions which are presented by both peer advisors and specialized industry experts.
A powerful benefit of attending conferences like this is the opportunity to hear ideas from others. Center team members get to know people over the years and learn what new ideas and innovations are working for peers.
One area of growth highlighted at this year’s national conference was technology. Raymond James and the Center for Financial Planning are making major investments in cutting edge technology that will work to the advantage of both the advising teams and Center clients.
Members of our Center team in attendance included: Sandy Adams, Dan Boyce, Matt Chope, Marilyn Gunther, Jen Hackmann, Melissa Joy, Laurie Renchik, Tim Wyman and Troy Wyman.