Pershing INSITE 2012
June 11, 2012 3:44 PM
Pershing INSITE 2012
(Photo used with permission from Pershing, a BNY Mellon company.)
Pershing INSITE 2012
Pershing Director Kim Dellarocca speaks during the Perfecting the Practice of Practice Management presentation. Also seen: Kevin Taylor, Gabriel Garcia and Jim Roth.
Pershing INSITE 2012
A packed session on the topic of practice management on the first morning of the Pershing INSITE 2012 conference.
Pershing INSITE 2012
Former president Bill Clinton addressed over 2,000 attendees at Pershings INSITE 2012 conference. The packed house listened to the former president talk about his foundation, life after the white house and much more.
(Photo used with permission from Pershing, a BNY Mellon company.)
(Photo used with permission from Pershing, a BNY Mellon company.)
Pershing INSITE 2012
Former president Bill Clinton and founder of the William J. Clinton Foundation has a sit-down conversation with Pershing's managing director, Frank La Salla.
(Photo used with permission from Pershing, a BNY Mellon company.)
(Photo used with permission from Pershing, a BNY Mellon company.)
Pershing INSITE 2012
An exhibit hall where over 150 firms hosted booths and mingled over breaks, meals and cocktails.
Pershing INSITE 2012
Pershing's Chief Relationship Officer Jim Crowley and Chief Strategy Officer Caroline OConnell give a presentation about acquiring new clients, maintaining relationships with existing clients, enhancing productivity and managing human capital.
Pershing INSITE 2012
Pershing Director Kim Dellarocca leads a presentation and panel of women investors called Capturing a Significant Business Opportunity. Most financial advisors are failing women investors, Dellacrocca said.
Pershing INSITE 2012
A panel shared the basics about social media, as it seems advisors still need help getting an understanding of this marketing revolution. From left, Moderator: Sarah Carter, Actiance, Inc.; Neil DiCicco, VP Digital Marketing; Michael Maternaghan, VP User Experience; and Michael Sawyer, Director, Compliance
Pershing INSITE 2012
Federated Investors Inc. with their two booth giveaways.
Pershing INSITE 2012
Michael McKee, Curtis Arledge, Todd Boehly and Robert Leary during their A View From the Top seminar.
