Join us for an exclusive luncheon featuring Paul Cieslik, Advisor Practice Management Consultant at Capital Group. With over 30 years of experience in the investment industry, Paul brings dynamic insights and proven strategies to help financial professionals grow their practice and elevate client service through effective teaming.

Also hear from Dave Roche, who will share real-world lessons on what makes teams thrive—or falter. Learn his approach to identifying the right junior partner and building a strong support staff that drives long-term success.

This is a must-attend event for advisors looking to lead with impact and build high-performing teams.

Seats are limited—RSVP today!

Paul Cieslik and Dave Keib are not affiliated or registered with Cetera Investment Services. Any information provided by Paul Cieslik and Dave Keib is in no way related to Cetera Investment Services or its registered representatives.