Episode 75
How To Host A Successful Online Event As A Financial Advisor
Modern Financial Advisor · Truelytics by Envestnet
February 14, 202241m 37s
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Show Notes
Chuck Failla, CEO of Sovereign Financial Group shares how what was supposed to be a small online event that he was going to host for 20 to 30 folks grew to a large national event with premier speakers from the wealth management industry. Now, he's co-hosting the RIA Labs with InvestmentNews.