Tim OdenExecutive in Residence at Dynasty Financial PartnersSpeaker
Profile
With a career spanning over three decades, Tim’s wealth of knowledge extends deep into the wealth advisor community, where he has been instrumental in orchestrating logistical planning and crafting sophisticated models to elevate client value. His expertise is further exemplified by his instrumental role in pioneering transformative digital prospecting avenues and introducing innovative services to expand platform capabilities. Tim currently serves as Executive in Residence at Dynasty.
Agenda Sessions
Succession Planning for a Healthy Future
, 2:10pmView Session