1st Global’s National Conference 2008 promises to be an energizing, exhilarating and empowering event for every member of your wealth management firm!
National Conference is the forum to transform your practice into a thriving, world-class wealth management enterprise that meets and exceeds all expectations – those of your clients, staff and partners, and your own. 1st Global promises to help you fully deliver on your firm’s value proposition through the three Ds: Define, Drive and Deliver.
Define Your Distinguishing Value to Clients
Every successful business should have a clearly stated value proposition that answers two key questions: “Why do clients, partners or employees come to our organization and use our services?” and “Why do they stay with us?” By thinking through these critical questions, you will create the leadership and entrepreneurial spirit necessary to substantially grow your firm and increase its profitability.
Drive the Adoption of the Elements for Success
A major benefit of partnering with 1st Global is the ability to leverage our expertise and experience to build your wealth management practice. 1st Global delivers the required capabilities for your firm to succeed. We empower your firm through the four key components of the MATRIX™: marketing, sales, administration and operations. Instead of experimenting with your own systems, adopt 1st Global’s capabilities and learn from the experience of hundreds of firms. By doing so, you will be able to spend more time accomplishing your firm’s core mission: to adequately and completely serve more clients.
Deliver On Promises
Wealth management is built on promises, and your firm is dedicated to helping your clients deliver on the important promises they have made and will make in their lives. How can your firm honor this commitment to your clients? You must listen for the promises your clients have made and then help them plan and execute wealth management strategies to ensure that they keep those promises. You are also charged with bringing into focus certain promises clients have not yet made, but need to make.
Bring your licensed partners and staff and join your colleagues and resource partners in Colorado Springs this November. Join 1st Global at National Conference 2008 and build a foundation for success in 2009.
Who Should Attend
1st Global Financial Advisors
Wealth management assistants
Licensed firm partners
Partners of prospective wealth management firms
Attire
All education sessions: Business casual
Sunday evening dinner reception: Business casual
Monday evening networking reception: Casual
Tuesday evening awards gala: Formal attire, black tie optional
Accommodations
The BROADMOOR is a beautiful 3000-acre world-class resort located in Colorado Springs. 1st Global has negotiated a special conference rate of $179 plus tax per night and a daily $16 resort fee. The resort fee includes unlimited access to The BROAMOOR Spa Fitness Center, local access calls, housekeeping gratuities, daily newspapers and high-speed Internet service. This special rate is also available for the three nights prior to and three nights following National Conference, based on availability. All reservations must be guaranteed with a major credit card and requested through 1st Global's online event registration system no later than October 3, 2008.
Early Registration
Register online with 1st Global on or before Friday, September 19, 2008, and receive a discount on your conference registration fee.
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