Advocis Coffee Talks are espresso-sized webinars for financial advisors, accredited by The Institute for CE credits and available exclusively to Advocis members.
In our July episode of Coffee Talks, Advocis welcomed Tom de Larzac, Director, Financial Advisor Lending at Care Lending Group.
Attendees explored current lending trends, changing deal structures, and practical strategies for acquisitions, succession planning, partner buyouts, and business growth.
Information on registering for all upcoming Coffee Talks is being distributed to members via email. If you are a member of Advocis and not receiving these notifications, please contact us with your preferred email address and indicate that you would like to receive all member communications.
