Archives

SYMPOSIUM SPEAKER – October 21, Jack Surgent

Presentation Scheduled for Tuesday, 3:15 pm Pending CE: 2 MN insurance Approved CE: 2 CFP, 2 NASBA/CPE, 2 WI insurance, 2 CIMA, 1.75 CLE Stnd 2 hours of ND insurance is available if also attending Two Schools of Thought on

Sales Portrait at 2014 Symposium

Why is it important to have a professionally photographed portrait for your company’s marketing? For the same reason you might hear a prospect say “I don’t need professional financial planning help, Iam doing just fine on E-trade.” The answer is

SYMPOSIUM SPEAKER – October 20th, Andrew Friedman

Presentation Scheduled for Monday, 3:40 pm Anticipated CE: 1.5 CIMA, 1.5 MN insurance, 1.0 ND insurance APPROVED CE: 1.5 CFP, 1.5 NASBA/CPE, 1.0 WI insurance The Washington Update: Strategies for Investment and Retirement Planning “Andy Friedman: Why tax reform’s not

SYMPOSIUM SPEAKERS – October 20th, Jessica Johnson and Matt Shea

Presentation Scheduled for Monday, 2:10 pm Anticipated CE: 1 CIMA, 1 MN insurance, 1 CLE Standard APPROVED CE: 1 CFP, 1 NASBA/CPE, 1 WI insurance NO CE: ND insurance When your Clients Are Not the Cleavers: Estate Planning for Non-Traditional

SYMPOSIUM SPEAKER – October 21st, Shari Harley

Presentations Scheduled for Tuesday, 10:20 & 11:40 am Anticipated CE:  PENDING APPROVAL CE: 1 CFP, 1 NASBA/CPE, 1 CIMA, 1 CLE Approved CE: Denied or NO CE: MN insurance, ND insurance, WI insurance How to Say Anything to Anyone: Setting

SYMPOSIUM SESSION – October 20th, How to Get Referrals from CPAs and Attorneys

Presentation Scheduled for Monday, 1:00 – 1:50 pm PENDING APPROVAL: 1 NASBA/CPE, .75 CLE Denied or NO CE: CFP, CIMA, MN-WI-ND insurance If you are a financial advisor who needs to sell yourself and your services then it’s likely that

Get Rid of The Selfie!

Don’t settle for a sub-standard photo with your back to some neutral wood paneling or by holding your camera at arm’s length. Once again at Symposium, you’ll have the opportunity to get a quality professional headshot. These will be mini-photo

SYMPOSIUM SPEAKER – October 20th, Waldean Wall

Presentation Scheduled for Monday, 9:50-10:45 am Anticipated CE:  1 CFP, 1 CIMA, 1 NASBA/CPE, 1 MN insurance, 1 ND insurance, 1 WI insurance, .75 CLE (Pending Approval) ASSET PROTECTION: elements and strategies for safeguarding wealth A session you DO NOT


Back