Robert J. Whelan Attends Elite Retreat Networking Conference
PALM BEACH, FL — Robert J. Whelan, a financial services professional in Poplar Bluff recently attended the Elite Retreat conference hosted their broker/dealer, HD Vest Investment ServicesSM.
HD Vest is a leading independent broker/dealer, empowering holistic tax and wealth management-based financial advice through a network of independent Advisors across the country. As a top Advisor, Robert Whelan qualified to attend the conference in Palm Beach Gardens, Florida with over 200 Advisors, November 4-7.
HD Vest Elite Retreat is a networking and learning event for premium Advisors focused on peer-to-peer idea sharing. Attendees participated in interactive share shops, heard informative sessions led by the
HD Vest executive leadership team and keynote speakers. The goal of Elite Retreat is to explore ways to create a unique, indispensable and repeatable process to offer clients ongoing personalized financial services.
“It was an honor to qualify for and attend HD Vest’s Elite Retreat, where I had the opportunity to hear from the HD Vest leadership team about new resources I can use to better assist my clients,” said Whelan. “I also discussed with my peers what clients are looking for and ways I can meet their needs not only today, but well into the future.”
Roger Ochs, President & CEO of HD Vest, said, “We were pleased to host Robert at our 2014 Elite Retreat Conference in Palm Beach Gardens. This is an event our top Advisors look forward to each year as they share a common commitment to providing their clients with top of the line service starting with taxes, defining and prioritizing wealth management issues, creating a plan and then bringing that plan to life. They have all shown enormous initiative in continuing to develop themselves professionally, learn from others in our industry and share their own experiences to work toward a common goal.”