NORTHAMPTON — Jean Kelley and Joe Malmborg, advisors of Kelley and Malmborg Investment Consulting Group in Northampton, recently attended a national educational conference for independent financial advisors.
Hosted by Commonwealth Financial Network, the nation’s largest privately held registered investment advisor – independent broker/dealer, the October event drew 1,641 affiliated advisors, staff, guests, and sponsors from across the nation. Participants gathered in San Diego, where they connected and collaborated with peers, colleagues, and industry partners to strengthen their leadership skills and enhance the high-end service they provide to clients.
With the theme, “Personal Currency: Human Connections/Patterns for Success,” the conference encouraged attendees to explore how the relationships that they build, nurture, and sustain — both professionally and personally — influence their success.
Keynote speakers offered topical remarks tailored specifically to an advisor audience. In an informal ‘fireside chat,’ former U.S. Secretary of State Madeleine Albright, joined by Commonwealth’s Joni Youngwirth, managing principal, Practice Management, offered insights about effective diplomacy. Albright outlined the real keys to diplomacy as the ability to put oneself in another person’s shoes and to have a clear understanding of what the other person wants. Ken Blanchard, author, leadership expert, and co-founder of international management training/consulting firm the Ken Blanchard Companies, spoke about the innate leader in everyone. International portrait photographer Platon brought the conference theme to life, sharing powerful personal stories about connecting on a human level with his subjects, including Marissa Mayer and Mark Zuckerberg.
The conference concluded on a continued high note, with a closing event held at Petco Park, the home of the San Diego Padres. The attendees were treated to live entertainment, a grand tour of the facility, a BBQ, and practicing their batting skills at batting cages placed throughout the park.