DAC Acuity 2022: Building Momentum from the Executive Suite

Change is difficult at the best of times but today, it’s harder, especially for business leaders, owners and managers. 

This is as true for advisors as it is for their clients, some of whom may face a massive disappointment in the valuation of their businesses today or their retirement plans compared to March 2020.  That’s why you won’t want to miss Richardson Wealth’s President Kish Kapoor and VP of Practice Management, Christina Clement, at DAC Oct. 16-18 who will share the three guiding forces that were the foundation to achieving new revenue targets,  coaching 165 Advisory Teams in 20 offices across the country - all to find new opportunity and momentum.

Richardson Wealth found the secret sauce to helping their advisors think objectively about their practice as well as receive and embrace objective advice about the future of their business.   This very real issue of transition for advisors and their clients can be painful, but with the right support, can turn into an impressive win.  Kish and Christina will explain why and how.

Advisors who are deeply concerned about how to approach transition and succession when the economic and financial landscape has suddenly and dramatically changed, both for their clients and for their own businesses won’t want to miss this session!

Visit the online agenda often for more details on the sessions and the speakers!

View Detailed Agenda

Engage in a Unique National Networking Experience with Events Including:

• Lunch and wine tasting at The Bench and Italian Extravaganza at Food Network’s Massimo Capra’s Restaurant (optional events on Saturday, October 15. Sign up required and extra charges apply)
• Designated Specialist Wine and Cheese Reception
• Welcome Reception & Graduate Recognition Celebration
• The Martini-Vent
• Monster Mash Halloween Bash
• Mimosa Break: A Taste of Niagara
• Healthy Inspiration Breakfast
• Canadiana Carvery

Don't Miss Taking in the Beauty and Experience one of the Seven Natural Wonders of the World!

RSVP by August 31 for early-bird tuition savings!