This week Brandywine Oak’s Founder and CEO @Michael Henley and Co-Founder and Co-CEO @Alison Brooks attended @Bob Veres’ Insiders Forum conference in Salt Lake City, UT. This conference is the real-world extension of best practices and master study groups for the financial advisory industry. Our goal in attending conferences is to bring actionable ideas to continually improve the experience for our loyal clients by providing the highest level of professional advice and service.

#BOPW #Insiders #Learning