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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.  Unfortunately, due to awareness of Covid-19, our 2020 Compliance Conference is down-sized this year to only include the 2020 President's Council, our top 20 advisors.  However,  look for our 2021 Conference which hopefully will be firm-wide as we have had in the past.  Compliance Conference 2021 is scheduled for September 9th and 10th in Atlanta.

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

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

Planning has already started for this year's 2-Day National Convention.  

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

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.