11/14/2025
Our team spent a few days in Orlando for the Avantax National Conference, connecting with advisors, learning from industry leaders, and gathering ideas to better support our clients.
Dan spoke on a peer reflection panel about continuous improvement, and JessAnne took part in the assistant panel, offering practical insight into creating a smooth and supportive client experience.
We also brought together a group of Michigan advisors for an evening gathering, with help from Jackson National.
Big thanks to Avantax by Cetera for creating a space that encourages real conversations and collaboration. We came back with fresh perspective and plenty of ideas to put into action.