Communities Presentation (Day 1)
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Jeff Magson introduced the discussion on client acquisition. Nick Murray then spoke about how, why, and when financial advisors should talk to clients about providing financial advice. Brian Finnigan followed with a presentation on acquiring clients through target market development. David Goad concluded with a discussion on client acquisition through mergers and acquisitions.
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Communities Presentation (Day 1)
- 3. Discussion Leader Jeff Magson, Vice President Sales and Platforms, 1st Global
- 5. Client Acquisition – How, Why and When to Talk to Your Clients about What Nick Murray financial advice writer
- 6. We want to hear from you! Please complete the event evaluation online or on paper. Turn completed evaluations in at the registration desk on Wednesday to enter to win a prize!
- 9. Client Acquisition through Target Market Development Brian Finnigan Vice President, Chief Marketing Officer, 1st Global
- 14. Client Acquisition through Mergers and Acquisitions David Goad, ChFC President, Succession Planning Consultants, Inc.