NAIFA will present an exclusive live webinar featuring Mark Curtis, Managing Director at Morgan Stanley’s Graystone Consulting and one of the most consistently top-ranked financial advisors in the country (with estimated AUM at $490 billion).

Known for his decades of excellence and leadership in wealth management, Curtis rarely makes public appearances or participates in programs for industry peers. Thanks to the efforts of NAIFA trustee Jesse Dogillo, NAIFA members and guests will have the rare opportunity to hear his perspective in a candid, fireside-style conversation.

During this exclusive session, Dogillo will guide Curtis will touch on Curtis’s journey to the top and the formula behind his long-standing success; his philosophy on building a winning team culture in Palo Alto to serve a diverse client base; and the industry trends such as the role of artificial intelligence that he believes advisors must pay attention to today. Curtis will also share practical advice for advisors aspiring to reach elite levels of performance and the enduring principle that has guided him across decades in the profession.

Whether you are a seasoned advisor seeking to sharpen your edge, a rising professional eager to learn from the best, or an observer interested in the future of wealth management, this is a conversation you won’t want to miss. Mark Curtis’s story offers timeless lessons on consistency, leadership, and vision that can inspire every financial professional to reach higher.

This live event will not be recorded.