Leadership Through Fiduciary
7
Pre-Conference
10/15/2018
10:00 AM - 6:30 PM
Leverage your Fiduciary / Fee-only Work Ethic, Culture and Practices to Frame your Value Proposition and Stand Apart
A one-day ‘Fiduciary Leadership’ Program for fee-only RIA owners, principals. On identifying and leveraging comparative advantages that matter to investors. Covering regulations, investor attitudes, industry developments, the divergent policies and procedures of BDs and IAs, the Institute’s Best Practices, and lesson’s learned from RIA owners.
Members: No Charge / Non-members: $99.00
Speakers include industry leaders and experts in fiduciary duties including For program details and to register please click the eventbrite link: go to Eventbrite:
Institute for the Fiduciary Standard
The Institute for the Fiduciary Standard is a non-profit formed in 2011 to further fiduciary principles and practices through research, advocacy, and education in investment and financial advice. See The Fiduciary Institute
Members: No Charge / Non-members: $99.00
Speakers include industry leaders and experts in fiduciary duties including For program details and to register please click the eventbrite link: go to Eventbrite:
Institute for the Fiduciary Standard
The Institute for the Fiduciary Standard is a non-profit formed in 2011 to further fiduciary principles and practices through research, advocacy, and education in investment and financial advice. See The Fiduciary Institute
