Event Details

Hear from ValuCompass President Carl Olson about a new platform option called DiscoverFirst, as well as the more robust option that includes Discover, Protect and Roadmap. Carl will also share a new marketing program designed to help advisors attract and secure new clients.


Join Zoom Meeting

https://zoom.us/j/9974031017?pwd=V2h1akxKSTBYcG9vNDlVL21XL3h2QT09&omn=93301066921​


Meeting ID: 997 403 1017

Passcode: LAN2024

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Dial in: 305.224.1968

Meeting ID: 997 403 1017

Passcode: 5528113

Community

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