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Attend the industry’s exclusive event for the elite adviser.

An exclusive event for the elite adviser.

For the fifth year, arjuna-design hosted the Best Practices Workshop & Awards, bringing together the industry’s top-performing and most influential firms in one room for a full-day. This exclusive workshop and awards program for the industry’s truly elite firms highlights content from the 2017 Adviser Technology Study as well as the 2017 Compensation and Staffing Study.

Attendees participated in facilitated workshop sessions designed to address the challenges and opportunities within their businesses as well as to translating the benchmarking studies into personalized, practical strategies for growth. Networking with peers and sponsors took place during lunch and breaks throughout the day, culminating with an awards presentation cocktail reception formally recognizing the 2017 Best Practices winners.

Testimonials

Sponsored by

Location

The Colonnade Hotel

120 Huntington Avenue

Boston, MA 02116

800-962-3030

A dedicated room block has been reserved for guests at a special negotiated rate of $299 per night, plus applicable taxes. Rooms are available on a first-come, first-serve basis and the special rate is expected to sell out quickly. Please click here to make your hotel reservation:

If you should encounter any difficulty making a reservation at The Colonnade, please contact Charles Chan Massey at [email protected] for assistance.

Speakers

Yonhee C. Gordon, CFP®

Principal and Chief Operating Officer, JMG Financial Group, Ltd.

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to participate in the most important conversation impacting our industry, and network with other financial advisers who are attending the conference.

Meet MaryBeth Franklin at the Retirement Income Summit and learn about the social security rules for new retirees a… https://t.co/42gPT7BiTMWednesday, Jan 24, 2018 9:01AM @eventsFromIN RT @newsfromIN: Financial advisers are failing clients by ignoring reverse mortgages, writes Jamie Hopkins.… https://t.co/VyLrg58N0xTuesday, Jan 23, 2018 12:01PM @eventsFromIN Check out the latest #GadgetGirl episode with @redtaildavid from @RedtailCRM https://t.co/3sGLfxycIj Stackheads wer… https://t.co/sdXnh11mEoTuesday, Nov 21, 2017 1:31PM @eventsFromIN
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