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Symposium Information

Documents

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Inside the Emerging RIA Practice by Jennifer Goldman

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Date added: 12/08/2011
Downloads: 727
Presentation by Jennifer Goldman of MyVirtualCOO at the Atlanta Emerging Advisors Association on 12/08/11 in Atlanta.  She discusses the business leverage available to emerging RIAs by effectively using a few of the virtual or outsourced solutions available today.

Redefining Value by Ken Solow

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Date added: 12/08/2011
Downloads: 599
Presentation by Ken Solow, CIO of Pinnacle Advisory Group and author of Buy & Hold is Dead (Again) at the Atlanta Emerging Advisors Symposium on 12/08/11.  Ken walks through the reasons why a tactical investment program like the one adopted by Pinnacle Advisory group in 2002 delivers a more effective risk-managed solution that traditional Buy & Hold strategies.

Evolution of a Wealth Management Firm by John Hill

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Date added: 12/08/2011
Downloads: 595
Presentation by John Hill, CEO of Pinnacle Advisory Group, at the Atlanta Emerging Advisors Symposium on 12/08/11.  John discussed the evolution of a wealth management firm to help illustrate the issues at each stage of a firm's lifecycle and the solutions required to address them.
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