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 year, we host a firm-wide conference for our family of advisors. 2022s Compliance Forum was held in Georgia's coastal city of Savannah. We met at the end of July for two days of new product introductions, updated Compliance, and great southern seafood surrounded by Savannah's beautiful historic charm. This year, Dempsey Lord Smith will also honor their 20 top producers with an outing in Bozeman Montana.
Planning has already started for next year's National Convention.
Donna is Duvan's assistant and does an excellent job.