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Sales Assistant Fly In

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:

  • A360
    • 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

 

If your guest will attend the Awards & Recognition portion, please be sure to RSVP for 2 and fill out each attendee’s name & information.

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