Advisor Success Blog

Reflections on the H. Beck National Symposium

Dec 05, 2018

By Morgan Haeberlin, Sales Support Specialist

An amazing H. Beck National Symposium took place Nov. 7-9 in Chantilly, VA and was an exciting three days of networking, education, and presentations. Attended by more than 200 people, there were over 21 unique breakout sessions, three panels, and 36 sponsors and partners that participated over the course of a very packed schedule.

Thank you to those who attended and helped make this year’s National Symposium a terrific success. We’ve received wonderful feedback from many attendees and requests for presentations and follow-up because of the valuable content that was delivered.  The meeting’s success is in no small part due to our Advisors enthusiastic engagement and participation in the event and we look to incorporate even more Advisor participation in future year’s curriculum. 

A note received after the event read “By far and in any way this event is measured, this conference you and your staff put together was the best I have attended at the broker/dealer level and more important than me feeling this, it was the general consensus of your financial advisors in attendance”.   We know your time is valuable and appreciate your participation in this outstanding event.   

We’re also reading the feedback and looking to enhance this and other events for next year.  We are busy looking at ways to better engage our Advisor staff for training, as we understand the value of this audience to helping our advisors succeed.  Stay tuned for our 2019 calendar of events coming out soon.

In the meantime, please mark your calendars for H. Beck’s National Symposium in 2019.

2019 National Symposium

November 6-8, 2019

Hyatt Regency, Bethesda, MD 

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