Managing a fee-based business in the face of declining asset values

Three of the nation’s leading wealth managers and advisers discuss how to compete more effectively and operate more efficiently in these trying times.

Wednesday, March 11, 2009

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This program has been approved by by IMCA for 1 non-IMCA CIMA credit.

Download the non-IMCA CIMA CE submittal form

Key topics covered during the webcast will include how to best:

• Increase or maintain revenue

• Communicate with anxious clients

• Rightsize your business

• Capitalize on your strengths

A Free and Invaluable Resource

Listen to our panelists discuss best practices for successfully managing a fee-based practice LIVE from your own desk. Ask questions about the best solutions for your practice.

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Moderators:

	Evan Cooper Deputy Editor InvestmentNews
	Lisa Shidler Reporter InvestmentNews

Panelists:

	Eric Bennett Chairman and CEO Tolleson Wealth Management
	Paul Comstock Chairman Paul Comstock Partners
	Greg Pierce Equity Management Team Reinhart Partners, Inc

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