In the ever-evolving world of financial services, training and networking are vital to staying ahead of market shifts, new service offerings, and learning from the experience and expertise of your colleagues. At Dempsey Lord Smith, LLC, we offer networking and training opportunities to all of our advisors.
Training: In-House and Online
The Firm hosts several training sessions and webinars throughout the year that provide training for new products, technologies, and the Dempsey Lord Smith, LLC proprietary compliance system, AdvisorLynx.
Every fall, we host a firm-wide conference for our family of advisors. This annual event dives deep into compliance, best practices, social media, industry insights, forecasts and product education. Unfortunately, due to awareness of Covid-19, our 2020 and 2021 Compliance Conferences have been down-sized and altered in an effort to consider safety, both in travel and accommodations. However, plans are being made for our 2022 Conference which hopefully will be firm-wide as we have had in the past.
Planning has already started for this year's 2-Day National Convention.
Donna is Duvan's assistant and does an excellent job.