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Download Key Insights from The Boomer Advisor Circle™
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Thank you for your interest in The Boomer Advisor Circle™! 


Our Boomer Advisor Circle met recently in Kansas City, Missouri and the power of a peer community was palpableOur members continue to strengthen relationships, assist each other with decision making and holding each other accountable for successes and struggles. Discussions focused on developing a culture of training, obtaining buy-in for the CAS department and evaluating software solutions.


As always, our discussions were lively and insightful as each member shared perspectives on the challenges and opportunities facing their firm, practice and the profession. Here, we've highlighted the top 10 trends from the last meeting and summarized some of the conversations that happened.


 Insights from The Boomer Advisor Circle™ 

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