DAC 2023: Break Free at the RWM™ DAC Brunch!

Want to get your blood pumping and your imagination soaring?  Join the Society of Real Wealth Managers™ us for an open conversation about what’s holding us back in making transformational change in your industry.  What does it take to break free?  No cameras, no recordings, just an opportunity to speak plain truth and brainstorm for proactive change for the future, while learning more about Real Wealth Management™ from the people who practice it daily over brunch at DAC 2023!

THE DISCUSSION: THE COURAGE TO BREAK FREE!

THE HOST: Society of RWM™ 

YOUR MCs: 

Kristin Ramlal,  PFP, CIM, FCSI, RWM, MFA-P

Alan Rowell, RWM, MFA, DFA-Tax Services Specialist 

The Venue:  Vermillion Room at the Fairmont Banff Springs

$75 + tax per person. Beverages not included.

Open to attendees of DAC 2023.

To register, visit the DAC Interactive Agenda and learn more about the conference speaker, sponsors and activities that will make DAC 2023 a memorable experience.

During the brunch, the discussion will focus on:

• What is Real Wealth Management and what does an RWM do?
• How does the RWM Program transform financial professionals?
• How does RWM transform lives of the end client?
• What are the headwinds to implement for Real Wealth Management?
• There is a tug of war pulling at financial professionals resource (designations, licences, compliance oversight, title requirements), what needs to give?
• Is the industry failing to be put the client first and give them what they ultimately want and need?
• What are the limitations/obstacles financial professionals are facing from their dealer to break through transformative change?
• Is RWM for everyone?
• When you imagine what does a future of the financial services industry look like (embracing RWM)?
• We need to break through and focus on the reason why and not why not! Do you agree? How do we break free?

Are you ready to break free? Sign up now!