Two representatives from Cuddy Financial Services attended a national conference for independent financial advisors in Seattle in June.
Daniel Cuddy and Rose McIntosh attended CONNECT2019, an annual conference put on by HD Vest Investment Services. The conference provided opportunities to network with leaders from across the industry, and it featured interactive educational workshops and breakout sessions to discuss some of the latest ideas and solutions to help advisors revitalize the client experience.
“It was an honor to attend CONNECT2019. The conference was an invaluable resource for networking with peers and interacting directly with HD Vest executives and industry experts. We shared best practices about investment advice, and discussed different ways to grow our individual businesses,” Cuddy said in a press release.