Break up your workweek with the company of industry experts and peers, while we share our wisdom and motivate each other to strengthen our individual advisory practices!
LIVE, every Thursday from 5:30 pm - 6:30 pm EST
Each week, we’ll be exploring a unique theme, talking about industry updates, holding Q&A’s with guests, and sharing
our ideas and experiences over cocktails… or whatever you’d like to drink.
Remaining Dates, Topics & Guests
March 4, 2021 | 5:30 pm - 6:30 pm EST | Practice Management | Guest: Gene Roberts
March 11, 2021 | 5:30 pm - 6:30 pm EST | Marketing | Guest: Jeremiah Desmarais
March 18, 2021 | 5:30 pm - 6:30 pm EST | Practice Management | Guests: Mary Sterk & Gina Pellegrini
March 25, 2021 | 5:30 pm - 6:30 pm EST | Upcoming New SEC Marketing Rules | Guest: Jennifer Relien
Upcoming & Past Guests
Each week we'll have different guests join us to lend their expertise and take questions. Guests include: