This week our Founder and CEO Michael Henley was honored to attend the Forbes/SHOOK Top Advisor Summit in Las Vegas. Michael had a chance to learn best practices and insights from America’s most elite advisors. The goal of attending conferences like the Forbes/SHOOK Top Advisor Summit is bringing home tangible ideas on how to continue to improve and elevate the client experience at Brandywine Oak.
Keynote speakers included Steve Forbes, John (Jeff) Erdmann, Richard Bernstein, Mario Gabelli, Bill Miller, Jeremy Siegel, and Joel Greenblatt.
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