Thursday, December 8, 2011
Atlanta Marriott Buckhead Hotel
3405 Lenox Road NE
Atlanta, GA 30326
8:00 to 8:30: Introduction and Continental Breakfast
8:30 to 9:15: Challenges and Issues Facing Emerging RIA’s – This discussion will be presented by Hazel Durand, Vice President, Fidelity Institutional Wealth Services. Hazel will provide excellent insight on the business and investment environment for RIAs under $100 million. Hazel has a wealth of information from interacting with hundreds of emerging RIAs. She has run conferences all over the country and will share her thoughts on the most pressing business issues and potential threats you may face as you grow your practice.
9:15 to 10:00: The Practical Realities of Growing a Profitable Practice – John Hill, CEO of Pinnacle Advisory Group, will address the common strategic issues faced by emerging advisors based on the “feet on the ground” experience of John and his partners as they “broke away” with no assets and grew their firm to more than 650 families and nearly $1 billion of assets. Learn about the practical realities of growing a profitable practice, realizing your income and lifestyle goals, protecting those achievements with prudent contingency planning and maximizing the enterprise value of your firm when the time comes to retire. (For more information about John Hill, please visit www.PinnacleAdvisorSolutions.com).
10:15 to 10:30: Break
10:30 to 11:15: Managing Risk in an Uncertain Investment Climate – Strategic Asset Allocation served our clients and our business model well during the secular bull market of the 1980s and 1990s, but it has been ineffective in the more turbulent markets since the turn of the millennium. Ken Solow, Chief Investment Officer of Pinnacle Advisory Group and author of “Buy and Hold is Dead (Again),” will explore the risk management practices his firm has been employing since 2002 to protect clients from greater uncertainty and increased volatility. (For more information about Ken Solow, please visit www.PinnacleAdvisorSolutions.com)
11:15 to 12:00: Accelerating Growth through the Optimal Mix of Virtual Staff and Technology – The discussion will be led by Jennifer Goldman, CFP®, Founder and President of My Virtual COO™ and co-founder of www.VirtualSolutionforAdvisors.com. Jen will share the optimal mix of virtual staff, outsourcers, and technology available to grow your practice and remove operational headaches. She will provide real examples of firms with accelerated growth, processes that save time and money, and a detailed display of the optimal mix of affordable technology. (For more information about Jennifer Goldman, please visit www.MyVirtualCoo.com)
12:00 to 12:15: Q&A and Wrap-Up
12:15 to 1:00: Lunch and Networking