Brandywine Oak Attends Mastermind Conference In Scottsdale, AZ

October 7, 2022
Our partners Brittany Kalsky, Katie Davis, CRPC®, and Lacie Doubet spent a few days in sunny Scottsdale collaborating with other top Private Wealth Relationship Managers to share best practices and learn new ideas that will continue to elevate the client experience. A big thank you to the team at The Perfect RIA for hosting this Mastermind and sharing their knowledge and expertise.

#BOPW #Learning