"Serving the Whole Client: Why Holistic Planning is the Future of Advice"
Speaker: Conor O'Boyle, Vanilla.
Conor is the Senior Director of Success at Vanilla, where he leads the Customer Success and Customer Care teams to support users at firms ranging from boutique RIAs to larger enterprises and family offices. With over 15 years of experience in the wealth management and fintech spaces, Conor brings a deep understanding of the opportunities and challenges advisors face in their day to day operations. Prior to Vanilla, Conor held customer success and sales leadership positions in banking business management at companies like Access Fintech and Traiana.
Sponsor: Matthew Hennessy, Transamerica Capital
One CE credit has been granted by The CFP Board.
Please register no later than Friday, September 19th for this program. Sponsors are charged for all those that RSVP, so please attend if registered.