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Training & Networking

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.  

Networking: The Annual Dempsey Lord Smith, LLC Compliance Conference

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.  President Council members are invited to come one day early to discuss best practices with their peers.  Dempsey Lord Smith, LLC  covers hotel, food and excursion expenses.  Our 2019 Conference is scheduled for September 3rd through 6th in Chattanooga, Tennessee.

Duvan is responsible for our National Convention held annually at different venues.

Planning starts early in the year for the 3-Day National Convention.

You will get to know Donna as she is the go-to for the annual conference.

Donna is Duvan's assistant and does an excellent job.