NAIFA is proud to present a rare, live-only conversation between NAIFA Trustee Jesse Dogillo and Mark Curtis, Managing Director, Investments & Wealth Management at Graystone Consulting, a division of Morgan Stanley. Mark is one of the most consistently top-ranked financial advisors in the country, and rarely appears in public forums. This event will not be recorded so register now to reserve your space.
This is your chance to hear directly from a true industry giant as he shares candid insights on what it takes to win at the highest level: building a high-performance practice, cultivating a strong team culture, and navigating the major trends shaping wealth management today.
Because this session will not be recorded, we encourage you to host a watch party with colleagues, bring your team together, or simply reserve your own seat now so you don’t miss this exclusive access.
Seats are limited. Secure your spot today.