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50 Cost-Saving and Money-Making Ideas in 50 Minutes



Tuesday, June 9, 2009
4:00 p.m. – 5:00 p.m. Eastern Time
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This program has been accepted by IMCA for 1 non-IMCA CIMA credit.
Download the non-IMCA CIMA CE submittal form

Leading experts on marketing, compliance, technology and practice management share their best suggestions for saving and making money in today’s challenging environment. Click here to download the presentation slides.

A free and invaluable resource.

Key topics covered include:
  • 50 innovative, practical ideas you can use immediately to boost the bottom line of your advisory business.
  • Free technology applications that can help you achieve greater efficiency
  • How to trim expenses in your business operations
  • How to market your practice through your current clients
Download as podcast
Moderators:
Evan Cooper
Deputy Editor
InvestmentNews 		Lisa Shidler
Reporter
InvestmentNews

Panelists:
Ray Henderson
Partner
Business Health Pty Ltd. 		Claudio Pannunzio
Partner
Blue Chip Public Relations

Nancy Lininger
Principal
The Consortium
Maureen Wilke
Principal
The Connected Advisor

Matt McGinness
Principal
Best Practice Research
Bill Winterberg
Principal
FPPad.com


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