Top practice management experts will share their knowledge with financial planning professionals at FPA Business Solutions 2012, March 4-6 in San Francisco.
The four distinct learning tracks of practice optimization (with an emphasis on human resources and business development), marketing, portfolio and asset management and technology will offer something for everyone, no matter your career stage or position in the financial planning profession.
Practice optimization sessions will cover human capital, effective business plans, succession planning and working with the next generation of planning professionals.
The marketing track will offer sessions on online marketing, using videos, and of course, generating referrals.
Portfolio management sessions will address rebalancing, outsourcing, using financial planning tools and more.
Technology sessions will dig into topics such as custodian technology, data management, technology integration, social media and using technology for prospecting.
Learn how to increase your profitability, market your practice, manage your employees and maximize new technology. And with plenty of networking time, you'll also personally connect with industry experts and peers from across the country.
Make your better business a reality in 2012. Register today and save with an early-bird discount (through Jan. 20). Visit www.FPASolutions.org for the latest updates to the speaker lineup, program highlights and registration information.