TacoTech

Episode 14: The State of Wealth Management Events with Dan Bolton


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Tune in as Dan Bolton, Managing Director of Customer Marketing at Riskalyze, talks with us about the current state of events in wealth management. 

We'll talk about this year's Fearless Week, how planning a digital event is different than an in-person conference, look into the future of advisor events, and let you in on the secret of how Dan and Torie's friendship started (champagne at work is involved).

Join hosts Johnny Sandquist (Three Crowns Copywriting & Marketing) and Torie Happe (Flyer) to listen in on the conversation and join us every Thursday for new episodes.

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