ASN Summit Successful-Norm & Linda Boone, session hosts
The Advisor Solutions Network (ASN) held its first Practice Management Summit in November in Atlanta, Georgia. Sixty participants were treated to a world-class line-up of speakers who delivered two full days of thought-provoking content. The program agenda was designed to achieve three key objectives:
- Help render appropriate advice in a post-Black Swan Era
- Help advisor regain client confidence
- Help advisor rebuild or win new business
Thirteen (13) sessions held during the Practice Management Summit included, but was not limited to, the following:
- Investment Management Consulting in the 21st Century: Craft or Trade? Ron Surz, President, PPCA
- To Be or Not To Be: Fiduciary Landscape Under Regulatory Reform; Kristina Fausti, Director of Legal and Regulatory Affairs, fi360
- Using Public Relations to Turbo-Charge Your Marketing Plan; Marie Swift, President, Impact Communication
- Dynamic Asset Allocation: Rx for a Post-Black Swan Era; Rex Macey, Chief Investment Officer, Wilmington Trust
- Providing A Comfortable Ride for Your Clients (and Your Practice); David Loeper CIMA, Wealthcare Capital
- In Search of Manager Alpha: Does Active Management Still Make Sense? Larry Sinsimer
- The Value Gap: In Search of Advisor Alpha; Steve Barger, Consulting Partner, Advisor Solutions Network
- The Art of Conversation: Your Leading Advantage; Lewis Walker, Founder, Life Transitions Advisors
- Rebuilding Your Business and Managing Client Expectations with Investment Policy Statements; Norm Boone and Linda Lubitz-Boone, IPS AdvisorPro®
- How Personal Legacy Planning can Differentiate Your Practice and Drive Your Production; Mark Colgan, President / Plan Your Legacy
- Audio recordings and speaker presentations are available at www.asn360.com.agenda.asp
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