Radnor News / Blog


Thu
6/15/17

posted by: Radnor Financial Advisors

Fidelity Inside Track

Carl Rosenfeld had the opportunity to serve as a panelist at the Fidelity Inside Track conference in Dallas, TX in early June. The seminar session was focused on the eLearning Exchange program and implementing transformative change within a growing organization. Focusing the discussion on organizational structure, addressing staffing needs, and never wavering from superior client service, the panel outlined a strategy for RIA firms to assist in their respective growth.

 

 

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