NAIFA-Greater Washington, D.C. 2025 Success Summit

At the Success Summit attendees will experience a spirit of camaraderie, personal and professional development, career networking, sales ideas, motivation and inspiration. Sessions will help attendees learn how to decipher investor behavior and create a compelling client experience, blueprint your business, attract top talent and scale your firm for growth, incorporate the 3 types of business stories successful advisors use, leverage technology to serve clients of all generations, and avoid the biggest “sales killing” mistake most advisors make,