Fidelity Conference 2023

In August, Bryan Kelly spoke at a conference hosted by Fidelity institutional, The Kelly Group’s custodian. The conference was attended by more than 200 financial advisors from all over the country.  Bryan was one of two panelists invited to be interviewed in a fireside chat to discuss practice management and portfolio construction issues. Bryan provided the perspective of a community-based firm, while the other panelist provided the perspective of a national firm with multiple offices.