Dennis Kehoe of Schoolcraft, a financial planning consultant with Oak Point Financial Group in Portage, attended a profession development conference recently in San Diego. Focus 2014 is one of the industry’s premier sales and education events for financial professionals. It was hosted by LPL Financial, the nation’s number one independent broker-dealer.*
More than 6,000 total attendees from around the country assembled to learn new strategies and skills, expand knowledge in numerous product areas, and network with peers and industry experts. They also heard from influential speakers who addressed current events and financial industry trends. The speakers included Jim Collins, management expert and best-selling author; Bob Woodruff, one-time ABC World News Tonight co-anchor who was seriously injured by a roadside bomb while reporting in Iraq, and his wife, Lee; and Tim Pawlenty, CEO of Financial Services Roundtable and former governor of Minnesota.
“Attending focus 2014 provided an outstanding opportunity for me to attend a variety of business sessions, technology training workshops and continuing education classes to stay well-informed of financial trends and industry best practices,” said Kehoe. “In addition, I discovered strategies to continually improve my communication and engagement with my clients.”
* Based on total revenues, Financial Planning magazine, June 1996-2014.