Are you a Wealth Compliance Leader?
We're seeking wealth industry, regulatory and technology professionals to share their personal experience and insights in an exciting new video and podcast series - Wealth Compliance Leaders.
A Unique Opportunity for Wealth Industry Leaders and Rising Stars.
Wealth Compliance Leaders presents a unique opportunity for industry leaders and rising stars to share their views with industry peers on wealth, technology and/or regulatory issues that are top of mind with listeners.
Hosted by Parham Nasseri, regulatory expert and industry thought leader, this engaging and informal series is designed to advance wealth management thought leadership and highlight industry leaders like you who are making a difference.
There is no cost to participate. We only need 30 minutes of your time and will give you an opportunity to approve the final episode before it is released.
Participate in Important Conversations.
Share your Knowledge and Experience.
Check Out Some Previous Episodes.
Jim Allen - Delahaye Advisers
Bo Howell - Joot
John Carl - Retirement Learning Center
Ben Westin - Regal Financial Group
Rob Dearman - DCG Insight
Tom Selman - Scopus Financial Group
Nancy Mehrad - Registrant Law
Scott Critchfield - Benjamin F Edwards
Jason Berkowitz - Insured Retirement Institute