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

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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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