Beacon Pointe kicked off 2018 with its semi-annual Leadership Forum in Dallas, Texas. Department-heads and equity partners from around the nation come together for a two-day immersive session covering best practices across the firm, industry norms, challenges and trends and collaborate on ways to continually build upon Beacon Pointe’s firm culture, service offerings and experience for our clients.
This spring, while in Dallas for the meeting, Beacon Pointe toured the brand-new TD Ameritrade campus; in fact, Beacon Pointe was the first client to ever receive a tour of the new facility! In addition to the productive leadership meetings, Beacon Pointe conducted some educational team bonding with a tour of Dealey Plaza – the location where President John F. Kennedy’s assassination took place.
The future is bright for Beacon Pointe – for our team, for our clients. The firm is expanding upon its operational and technological capabilities, fine tuning its financial planning offering and settling into its new logo and rebranding. We are excited for what is in store for the next decade!