Name
Building Scale and Capacity to Fuel Growth
Date
Monday, November 14, 2022
Time
4:40 PM - 5:20 PM (PST)
Location Name
Oceanside D
Description
The Sanctuary Solutions toolbox continues to expand and arm advisors with tools and resources to maintain a disciplined investment process and build operational efficiency. Rich Williams - Head of Advisor Solutions, Laura Anacker – Portfolio Strategist and Pat McGowan – Head of Alternative Investments, will lead the conversation around implementing actionable ideas and utilizing the Sanctuary Solutions toolbox.