The American Agents Alliance Conference & Expo

14 September 2023 | California

Occams Advisory Inc. was excited to be an active participant at the American Agents Alliance Conference & Expo, a prominent industry event that unfolded from September 14th to 16th, 2023. The event was hosted at the stunning JW Marriott Desert Springs Resort & Spa in Palm Desert, California, known for its luxurious ambiance and top-notch amenities.

Our dedicated team, led by VP of Client Origination, Vardhman Shah, took center stage at booth number 100, where we had the opportunity to showcase Occams Advisory Inc.'s expertise, services, and commitment to excellence. Vardhman Shah's presence added a touch of enthusiasm and professionalism, making our booth a hub of networking and engagement.

The American Agents Alliance Conference & Expo provided a fertile ground for connecting with industry peers, forging new relationships, and strengthening existing partnerships. We engaged in meaningful conversations, shared insights, and explored collaboration opportunities that can drive innovation and growth within the industry.

At Occams Advisory Inc., we understand the significance of industry events like this in fostering collaboration and knowledge exchange. Our participation at this event reaffirmed our commitment to building enduring relationships and contributing to the advancement of the industry.

We look forward to continued engagement with our industry peers, as we believe in the power of partnerships to drive positive change and innovation. The American Agents Alliance Conference & Expo was a testament to the industry's vitality and potential, and we are excited to be a part of its bright future.


We offer a FREE 30-minute consultation to help you identify areas of your business or personal where you can get immediate results by using our evidence-based approach to superior results.

Get Instant Help

Buzz us in! We will reply within 2-4 business hours.