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 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.

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

Planning has already started for next year's 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.