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PLANADVISER Webinar: Advisory Firm Culture
Sponsored by Wells Fargo Advisors

Adviser industry leaders engaged in merger and acquisition activity often say a target firm’s culture matters every bit as much as its financials. The topic of firm culture is likewise central to discussions about some of the adviser industry’s most pressing challenges and biggest opportunities. But what, exactly, is firm culture, and what does it take to build a positive and productive environment for staff and leadership alike?
The May edition of the 2022 PLANADVISER Practice Progress webinar series will tackle these critical questions, featuring perspective from some of this year’s PLANADVISER Retirement Plan Adviser of the Year finalists. Among the topics to be discussed are the importance of mentorship to a practice’s current and future success; the need to create a shared sense of community engagement and responsibility in order to attract and retain diverse talent; and the obligation for firm leadership to be open to dialogue and change in response to both clients’ and employees’ evolving expectations.
In addition to learning from their industry peers, advisers can get involved in the discussion by sharing their own questions and comments during the event. Don’t miss out on your chance to learn from some of the best and brightest advisers working in the retirement plan industry during this edition of the PLANADVISER Practice Progress webinar series.

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Speakers

Janine Moore
@HUB Retirement and Wealth Management
In her role at HUB, Moore works with plan sponsors of all sizes to help develop and improve their corporate retirement plans by providing fiduciary guidance on plan structure and investment management. Her practice’s primary goal will be to help improve the financial futures of the next generation in Texas and beyond, through active partnership with HUB's extensive lines of business.
Dan Becraft
@Morgan Stanley
In his role at Morgan Stanley, Becraft’s role is to use his knowledge and experience to create portfolios that help clients achieve their goals. His Family Wealth Director designation speaks to his ability to help clients with their most complex financial issues. He has been recognized as a 5-Star Wealth Manager for 10 consecutive years, most recently in 2021.
Lisa Buffington
@Marsh McLennan Agency New England
In her role at Marsh & McLennan New England, Buffington aims to help organizations maximize retirement plan efficiencies and outcomes so that their employees can achieve their goals for retirement. She works with organizations’ finance, human resources, and benefits groups to assist with all aspects of their retirement plans including fiduciary guidance and training, plan design, fee analysis and benchmarking, vendor management, investment selection and more.