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The Financial Advisor Communications Symposium

The Financial Advisor Communications Summit

This summit is designed to improve FA communication to the end consumer.

  • Deliver your solutions more effectively by working through interactive case studies and defining new strategies to defeat your competition
  • Learn the cutting-edge techniques advisors are using to win the battle over Rollover IRA assets from succesful Financial Advisors who have pioneered innovative retirement income distribution strategies
  • See exciting new communications technology that allows you to reach more prospects at lower costs at the TOOLS AND TECHNOLOGY QUICKFIRE SHOWCASE (email: CFP@iir-retirement.com to apply to present your company's cutting-edge tool or technology)
  • Discover how you can have a Rollover IRA website capability that equals or exceeds what even the largest financial services companies offer

Meet advisors who have found the keys to success in retirement income distribution

  • Learn how these advisors use web-based technology to enhance their images and project their value
  • Discover how they attract new prospects and large new investments
  • Rollover IRAs represent a huge business opportunity no advisor can afford to miss out on. Define and implement Rollover IRA marketing and communications strategy?

Communications: The Key to Greater Success for Retirement-Focused Advisors

 

NEW! TOOLS AND TECHNOLOGY QUICKFIRE SHOWCASE: 5 minute demos of the most cutting edge tools available to help you win the battle for retirement income

To apply for consideration, email: CFP@iir-retirement.com and provide a brief description of your company's cutting-edge tool or technology

 

Download 2009 Brochure

Exclusive Endorsing Association

Exclusive Endorsing Association - The Retirement Income Industry Association

2009 Event Sponsors

  • Deloitte Consulting LLP

  • DWS Investments

  • Ernst & Young

  • Van Kampen Investments

Media Partner

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