Distinguished Advisor Conference

Come to DAC to Know More, and Make More. . .as a Disruptor and an Innovator.
-Barbara Foy-Pilchner, Vice President, National Director, Strategic Accounts
Manulife Investments and Title Sponsor of DAC

Four key reasons why you need to rethink your business in the financial services: 

  1. The advent of Robo Advice options
  2. Huge technological change
  3. Fee transparency and CRM2
  4. Non-traditional firms entering the marketplace such as Google and Amazon

What’s the secret to success in building the business of tomorrow?  Be more customer-centric thank ever!  That includes knowing who your next customer is. 

Take education that matters at dac. . .early registration ends on august 31.