People and Profitability: Building Teams to Improve Margins 

The current financial crisis is one of the most significant events in the history of the financial services industry. Many independent advisors are understandably concerned about the impact of the unstable market climate on their practices.

The third annual Investment Advisor – Moss Adams Advisor Summit will address these changes and provide advisors with information critical to helping their practice not only weather the current market conditions, but thrive as the storm dissipates into a new financial services world.

Our star-studded roster of speakers such as Mark Tibergien, Rebecca Pomering, and Philip Palaveev will relate what they’re saying to clients now, while delivering key insights about what will drive their business and help them manage through the current economic malaise.

This one-and-a-half day workshop will provide you an opportunity to network with your peers and our panel of experts to learn how they’re coping with the transformation on Wall Street. Don’t miss your opportunity to learn, network, and adapt to the historic market changes.