Upcoming Events


Conference: 2014 Retirement Income Summit
Generate. Sustain. Protect.

Monday, May 12, 2014 - May 13, 2014

Developed by the editors of InvestmentNews, the 2014 Retirement Income Summit aims to provide solutions to help advisers navigate today's market challenges. This focused conference will provide advisers unique and practical tools to navigate the economic, market and policy uncertainties that their clients face.

InvestmentNews has called on leaders from the worlds of investing, government and academia to share with advisers the latest thinking in retirement policy, behavioral finance, portfolio theory, demographics, insurance, Social Security, insurance, estate planning and taxation - which advisers can take back to their clients and put to work immediately.

Venue: Westin Chicago River North
Location: Chicago, IL
Website: www.investmentnews.com/summit

Webcast: Leveraging the power of social media for client referrals

Tuesday, May 13, 2014

All the experts will tell you that having a social media presence - through LinkedIn, Facebook, Google +, Twitter, et al - is crucial, but it takes time to squeeze value out of these networks. In this webcast, we cut to the chase and unlock ways advisers can leverage social media to drive client referrals - the lifeblood of top performing advisory firms. In addition, panelists will look at how to combine traditional marketing methods with social media, and what to expect along the way.

Specifically, the panel will answer these questions:

* How can social media lead to referrals?

* Which social networks are best designed to maximize opportunities?

* What are the regulatory guidelines?

* Going beyond the 'big four' social networks

* Building social media into a broader marketing plan

Attendees may submit questions before and during this live event.

A free and invaluable resource.

Sponsored by: Laserfiche
Website: http://www.investmentnews.com/socialmedia

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Apr 24 05:48PM
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