With the destination of Grapevine, Texas, eleven team members flew south to attend the Raymond James National Conference April 22-25. The four-day event welcomed over 3,000 participants from across the nation, fostering both professional and personal development through a variety of learning sessions presented by both peer advisors and specialized industry experts.
The Center proudly led a conference Top Advisor Session. These sessions are well attended by peers looking to share their experiences and ideas for success. Tim Wyman, CFP®, JD and Melissa Joy, CFP® led a discussion about investing in your staff to build a great business. Melissa Joy also presented with a panel of financial advisors during a pre-conference Investment Management module. The topic was "The Great Rotation" from bonds into stocks.
In addition to attending Top Advisor Sessions, Center team members sat in on multiple sessions covering advanced investment strategies, retirement planning, practice management and marketing. These educational sessions provided the opportunity to earn continuing education credits and also sparked new ideas to best serve our clients.
One area of growth highlighted at this year’s national conference was technology. Raymond James and Center for Financial Planning are making investments in cutting edge technology to the advantage of both Center clients and the advising teams.
Melissa Joy comments, "The National Conference offers the opportunity to share ideas and learn from our peers that just can't be replicated across the miles. There's alot of idea-sharing, hard work, and just as much socializing and fun. What's not to love?"
Members of our Center team in attendance included: Sandy Adams CFP®, Dan Boyce CFP®, Matt Chope CFP®, Melissa Cyrus, Client Service Associate, Marilyn Gunther CFP®, Julie Hall, Melissa Joy CFP®, Angela Palacios CFP®, Laurie Renchik CFP®, and Tim Wyman CFP®, JD.