Learn to Better Manage Your Portfolio

The role of the independent financial advisor seems to grow more complex with each passing year – and that complexity takes its toll on you as an advisor and you as a person.

This is why the Financial Advisor Summit was developed: to provide advisors a unique, holistic experience just for you. It was created for advisors, by advisors, and is aimed at providing meaningful solutions to the mix of challenges advisors like yourself face each day.

The 2015 Financial Advisor Summit features various educational tracks created with you in mind.

Our Portfolio Management track features sessions on a variety of topics:

  • Active at the Core: Ways to Pursue Better Portfolio Outcomes
  • Economic Update
  • Rep as Portfolio Manager
  • Transforming Social Security into a Winning Retirement Strategy
  • Straighten the Random Walk: Make Sense of the Data
  • Alternative Strategies for your Practice – Portfolio ideas without the Pitch
  • Round Table Discussions

Register now for what is sure to be the most unique and comprehensive industry event of the year for financial advisors. Group pricing and early bird rates are available!

We look forward to seeing you in November.


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