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Quick Start is a one-and-a-half day training session that will prepare Kalos advisors with knowledge from all departments – and some outside sources as well – to help them stay as current on firm policy as possible, experience the Kalos culture to a greater extent, provide and help with resources and information to grow their business ,and network with some of their peers.
Come join Kalos as we go through 1 ½ days of learning and sharing best practices in operational flow, processing, and procedures. Network with other advisor offices to learn what makes for great client experience.
You will hear from Kalos Operations, Compliance, Due Diligence, and Kalos Management that is specific to the Advisor’s office staff.
The National Conference is for all Kalos advisors and provides them with the education, compliance training, and networking opportunities they need to maintain a thriving and compliant business.