Financial Advisor Marketing & Technology

Marketing & Technology For Independent Financial Advisors


Business Development Conference Next Week

Advisors seeking to capitalize on post-financial crisis business development opportunities may want to attend a three-day conference produced by Advisor Solutions Network starting Thursday, November 5 and running through Sunday, November 8.

I'm one of the speakers along with PR guru Marie Swift, business devleopment coach Steve Saenz, and many others. You can listen to brief interviews of each of the speakers.

My presentation, "A Revolution In Practice Management," will focus on how the Web 2.0 technology of a client portal system can help Advisors handle day-to-day tasks far more efficiently.

The program focuses on four themes: Providing Advice in a Post-Black Swan Era; Rebuilding Client Confidence; Rebuilding Your Business; Sharing of Best Practices. You can listen to brief interviews of each of the speakers.

Advisor Solutions Network has carefully planned this event. There are only a handful of seats left for this small conference, which will accommodate only about 100 attendees. I strongly recommend you attend, especially if you are in the Atlanta area.

Tell the organizers you heard about the event from at the Advisor Products blog and you'll receive a 50% discount on the registration fee.

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