NORTHEAST ADVISOR RETREAT

Dive into insightful sessions led by industry leaders, gain fresh perspectives to ignite your creativity, and connect with like-minded professionals who share your passion. This event isn’t just about attending – it’s about walking away with the knowledge, motivation, and relationships that will elevate your journey forward.

Here's a sampling of what to expect:

Featured Speaker- Joe Gilmour of Advisor Mastery

• Joe has coached thousands of advisors in the EV network, and works closely today with Private Office advisors and License Partners across the country. Joe's insight into growth and development is invaluable, and he's coming to Rhode Island to share with YOU!

Featured Speaker - Matt Blanchard, Leader Bank

• Matt is a wizard at navigating the numbers side of the business and giving us strategies and stats that help you articulate to your buyers and sellers exactly where the market is at, where it is going, and what their next moves should…