The FPA Business Solutions Conference 2012 is the advanced practice management and technology conference for advisers.
This year's general and super sessions promise to provide powerful tools and information that you will want to implement in your business. This year's general session speakers are: Spenser Segal— recently named on Investment Advisor magazine's list of the Top 25 Most Influential People in the Financial Services Industry. Spenser will discuss the lifecycle of technology and how to use technology to drive tangible business results; Brian Hamburger— Founder and Managing Director of MarketCounsel, and frequent lecturer to the securities industry, will provide the information you need to understand the effects of the new and proposed laws, rules, and regulations that federal and state officials have prepared for investment advisers. Brian will also discuss how to identify business opportunities in the midst of such volatility.
Attendees can discover solutions for their business with unparalleled education covering topics including:
- Technology: This track will tap into the experience of thought leaders who will share technology strategies that you can apply right away and build on in the future. Emphasis will be placed on how emerging technologies can have the potential to transform the delivery of client services. Expert advice will help advisers incorporate these new technologies into their business and optimize their technology investment to drive growth.
- Marketing and Distribution: Industry experts and top advisers will share the latest marketing trends and business development practices. Sessions in this track include a dive into best practices in utilizing the internet and social media to gain market intelligence about your clients and position yourself front and center with clients and prospects.
- Practice Optimization: This track features renowned business consultants and thought leaders in the financial planning profession that will provide advisers with ground breaking insight and advice to optimize their business to get the most of your staff. Attend all of the sessions in this track and walk away with new ideas and innovations to implement now and incorporate into your future strategic planning efforts and employee relations across all areas of your business.
- Portfolio and Asset Management: Managing client portfolios along side client expectations in this volatile market environment is a challenge. Staying on top of portfolio risk and exposure has become increasingly difficult. Attend this track to hear from industry leading portfolio managers and other advisers on exactly what they are doing to overcome these challenges and leave with a new perspective on asset management.
The program is designed to engage attendees and provide them with practical tools to bring the ideas home and immediately implement them in their own practice. Discover what's waiting for you at the FPA Business Solutions Conference 2012.
