Join us in New Orleans this spring for another vibrant event! This year's gathering offers advisors and sponsors exceptional chances to network, establish connections, and spur growth. Integrated Advisors Network fosters a culture of inclusion and success centered around family, joy, and accountability. This will be the the 6th Annual Integrated Advisors Summit, set to take place in historic New Orleans, Louisiana. We hope to see you there!
M&A: The Framework for a Successful Transition & Inte
Webinar
Scott Leak, CFP® - Director of Business Development & Senior Consultant James Fisher, JD - Partner, VP of Mergers & Acquisitions Eric Leeper, CFA - Partner, CFO Liv Olson, ACC - Founder of Liv Olson Consulting & Executive Coach
Acquire valuable perspectives from exceptional speakers and industry experts delivering practical and educational content. Enhance connections with peer financial professionals within the Kestra Holdings ecosystem and interact with Kestra leadership to foster relationships and exchange ideas.
