Session #1: A Fireside Chat With Two Successful NextGen Advisors: Noel Pacarro Brown CIMA®, CPWA® and Brian Gaister, CPWA®, CIMA®

Date: 
Monday, June 5, 2017 -
8:30am to 9:20am

Session type:

Two successful NextGen advisors, Brian Gaister of Pennington Partners & Co and Noel Pacarro Brown of The Pacarro Group at Morgan Stanley, will share how they have grown their practices in today’s fast-changing world.  Learn which market segments represent the best opportunities, how technology can play a role in your practice, the best way to meet clients’ objectives, how to plan for succession, and what the practice of the future will look like.