SIFMA’s 2nd Annual Private Client Conference, “Client First: Delivering the Vision,” will build on the success of the inaugural Private Client Conference in April 2010.
SIFMA’s 2nd Annual Private Client Conference, “Client First: Delivering the Vision,” will build on the success of the inaugural Private Client Conference in April 2010. This two-day event combines the strengths of SIFMA’s former Sales & Marketing, Small Firms, and Independent Firms Conferences, producing North America’s premier conference for Private Client Groups at all levels. This exceptional program will address how securities firms and financial advisors are working with their clients to deliver on the client’s financial needs and vision. Our extensive program will also address: 1) regulatory changes affecting individual investors; 2) growth and challenges of social media; 3) marketing, from both an internal and external perspective; 4) small firm issues in the business and regulatory environment; 5) the independent contractor model; 6) savings, retirement, and trust services; and 7) delivering comprehensive wealth management services to an array of clients, with various needs and financial priorities.
This Conference is designed for senior managers in private client groups at global, regional, independent contractor, and small broker-dealers, including national sales managers, regional directors, branch managers, wealth management specialists, marketing specialists, and individual financial advisors and investment consultants.
