Connecting With Clients' Children Off-to-college meetings can help advisors strengthen relationships with the next generation of potential clients. Advisor Erika Safran reveals a few things she makes sure to discuss.
How Motif Investing Is Targeting Advisors Motif Investing has launched a platform for advisors to more quickly and efficiently rebalance client portfolios. The firm's founder Hardeep Walia talks about why this tool may help advisors connect with younger generations and succeed with intergenerational wealth transfers.
Why is it so hard to talk to clients about fees? Cathy Curtis, a San Francisco Bay Area planner and the founder of Curtis Financial Planning, explains how full disclosure can help bring the right clients through your door.
Viewing a client's total wealth helps advisors build better portfolios. David Blanchett, head of retirement research at Morningstar, explains why advisors must consider human capital, real estate and other risk factors to build truly diversified portfolios.
Focus 2014 will be held on August 10 - 13, at the San Diego Convention Center, San Diego, CA. This conference is designed for advisors and staff of all levels. It will provide the opportunity for you to: Connect to new ideas and professional resources through hundreds of business sessions Gain valuable knowledge on the latest technologies, operational efficiencies, partner programs and enhancements designed to grow your business Increase your profitability and improve the services you offer to your
The 2014 Bob Veres Insider's Forum will be held on September 9 - 11 at the Hilton Anatole in Dallas, TX.This event is for CEOs, Chief Investment Officers and investment professionals, as well as COOs, key staff members and implementers. Topic themes include the forces that are shaping the advisory firm of the future, how to develop talent within your firm, and how to research and build better investment portfolios for your clients.
The 2014 FPA Annual Conference will be held on September 20 - 22 at the Washington State Convention Center in Seattle, WA.This conference will be a hands-on exploration of the newest trends and techniques in your profession. Using resources from the Journal of Financial Planning and Research and Practice Institute (RPI) the conference will bring you the sharpest tools for practice management. Click here to register: http://fpa-be.org/register/
The IRI Annual Meeting will be held on September 28 - 30 at the Colonial Williamsburg Lodge in Williamsburg, VA. This premier business meeting for the insured retirement industry presents a unique opportunity to engage with IRI and industry peers, providing a dynamic forum to learn about emerging trends in the industry and the future of the business.Click here to register: http://www.myirionline.org/conferences/vision-iri-annual-meeting-2014/registration-information
Tiburon's 2014 CEO Summit XXVII will be held on October 7 - 8 at the Ritz Carlton in San Francisco, CA.
This exclusive event is for Tiburon's executive-level clients and is invite-only. It will focus on in-depth discussions of Tiburon research and leading-edge business models through guest presentations, panel discussions, and break-out sessions. This event provides a unique opportunity for senior executives to come together and discuss a range of industy issues.
The 2014 NAPFA Fall Conference will be held on October 21 - 24 at the Westin Charlotte in Charlotte, NC.
This event was created exclusively for fee-only planners and offers a premier networking and continuing education experience for the top financial planners in the profession.
Click here to register: http://www.napfa.org/conferences/login.asp?CONFERENCE_ID=137
The 2014 Schwab Impact Conference will be held on November 4 -7 at the Convention Center in Denver Colorado.
This year's keynote speaker is Dr. Ben S. Bernanke, former chairman of the Federal Reserve. The conference brings advisors together with influential presenters, exhibitors, and subject-matter experts, for four days of collaborative learning on key industry issues and best practices.
This year's AICPA Advanced Personal Financial Planning Conference is an intensive, high-level event that will help advisors prepare for the impact legislative and regulation changes will have on their practice and their clients.
This year's FSI OneVoice confernece will be held from January 26 - 28 in San Antonio, TX.
The conference is an annual in-person gathering for broker-dealer home office executives. Education and networking sessions are specifically designed for CEOs, senior executives, managers and employees of member and prospective member firms.It is open to broker-dealer home office employees only.
The 2015 T3 Conference will be held from February 11 - 13 at the Hilton Anatole in Dallas, TX. The conference is an opportunity for independent advisors and their staff to learn from leading technology thinkers and to interact with the technology wizards who are creating the solutions they need to build a more profitable practice.
The 2015 BISA Annual Conference will be held from March 4 - 6 at the Westin Diplomat in Hollywood, FL.
This conference is the industry's premier event designed to bring together bank insurance and investment professionals nationwide to experience three-days of exclusive networking opportunities and success-driven education. Leave this meeting equipped with key business strategies and best practices that you can implement immediately within your organizations.It is designed for: Program CEOs, Presidents, Managers, Chief Compliance officers and
The IMCA 2015 Annual Conference will be held from April 26 - 29 at the Aria Resort in Las Vegas, NV.The conference is for advanced professionals, and will provide a wide range of investment insights from reknowned individuals. It will be worth 20* CE credits. Registration will be open at a later date.*Subject to change
Bank Investment Consultant is a wealth management magazine dedicated to financial advisors in the bank channel. The print magazine comes out monthly along with a host of emails and updates that come out daily and weekly. It is published by SourceMedia.