Advisor Staff & Sales Assistant Fly-In
You’re invited to WPFG’s sales assistant fly-in! If you have worked for your advisor for at least 6 months, join us in Vegas for an SA-specific training hosted by WestPoint.
Thursday, March 10 | 12:30pm – 5:00pm
Topics will include:
- Best Practices with special guest speakers
- Processing Business
- Marketing Opportunities
- Electronic Document Imaging
- CoverPath: Secrets to Success
- Sales Assistant Training Resources
- Implementing Technology into your Advisor’s Practice
WPFG Awards & Recognition Celebration
Following the meetings, you and your guest are invited to join us for a celebration of firm accomplishments and advisors awards! Enjoy a cocktail reception and hors d’oeuvres.
- 6:00 pm – 8:00 pm | Awards & Recognition Cocktail Event
- Location: Neopolitan Ballroom in Caesar’s Palace Las Vegas
- Attire: Business Casual