Advanced Practice Symposia Series Offers the Expertise of Top Thought Leaders

The Advanced Practice Center, a project of NAIFA and the Society of Financial Service Professions, held its first Advanced Practice Symposium in Phoenix in June. The half-day event featured industry thought leaders Mark Massey, Vice President, SMA Services, Inc.; Monte Harrick, Managing Director, Los Angeles Office, Fulcrum Partners; Sam Robert, Vice President – Retirement, Fulcrum Partners; and Troy Branch, JD, CLU,

ChFC, 2nd Vice President, Advanced Solutions & Design, Ameritas. The presenters provided insights into new ways to approach and handle complex cases and suggestions for how financial professionals can better partner with their peers to expand their offerings and create top-line growth. The Advanced Practice Symposia series will continue with an event in Philadelphia on September 29. Learn more at apc.naifa.org/symposia.