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Learn wisdom and practices gained from experienced advisors who have been guiding family firms and collaborating with other advisors on business issues, management and ownership transitions, and avoiding unintended consequences that many advisors do not. Like every high performing team, we need to upgrade “Humble, Hungry and Smart” advisor teams. Learn how to select and evaluate key advisors, plan for Annual Advisor Meetings, and how Professional Advisory Councils often can serve as a bridge to a Board.


September 23
8:30 am - 11:00 am
Event Category:


Berkshire Country Club
1637 Bernville Road
Reading, PA 19601 United States
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