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. 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 2020 Conference is scheduled for September 10th and 11th in Atlanta.
Planning has already started for this year's 2-Day National Convention.
Donna is Duvan's assistant and does an excellent job.