
By Invitation: Network Leaders' Meeting
Speaker(s)
George R. Gay CFP, AIF First Affirmative Financial Network
Holly Testa CFP First Affirmative Financial Network
Description
Thirty advisers were selected to participate in an extensive qualitative and quantitative evaluation of First Affirmative's products and services. The evaluation lasted almost six months, with interviews and detailed reviews of the full range of First Affirmative's relationships with advisers.
This session will be an in depth conversation with the participants, leading to a priority setting exercise and sharing of information with all other advisrs.