Why Clients Need Help With Family Governance Many clients don't know this area of expertise exists, but they know they need help with it, says Paul Pagnato, whose Pagnato-Karp Group works with UHNW families. Here's how advisors can help clients with family governance.
How Can Advisors Detect Lying Clients? Many of the methods commonly used to tell if someone is lying don't actually work, says Jason Voss of the CFA Institute. Here are some techniques to help financial professionals improve their ability to detect deception.
Is there a better model for retirement planning? Michael Falk, partner with Focus Consulting Group, explains why advisors should shift their focus from stockpiling assets to covering clients' expenses.
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.
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
FundForum USA returns to Boston this Fall and it is more diverse than ever before! Dont miss your opportunity to meet 250+ industry professionals, including international and domestic gatekeepers, portfolio managers and distribution experts.
FundForum USA is the only event for the US market to bring truly international thought-leadership and high-flying industry speakers.
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