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

Tuesday, June 9, 2009

4:00 p.m. – 5:00 p.m. Eastern Time

View the archive 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:

Panelists:

Evan Cooper

Deputy Editor

Lisa Shidler

Reporter

InvestmentNews

Ray Henderson

Partner Business Health Pty Ltd.

Claudio Pannunzio

Partner

Blue Chip Public Relations

Principal

The Consortium

Maureen Wilke Principal

The Connected Advisor

Matt McGinness Principal

Best Practice Research

Bill Winterberg Principal

FPPad.com

View the archive

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

View the archive

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