Thursday, October 8, 2009   1 PM – 1:50 PM

Greg Parady - Client Appreciation Events: Maximizing your Marketing Dollars.

Are you still marketing like it’s 1999? Do you need a new compliance-friendly way to promote yourself and generate new prospects? Greg Parady has completely eliminated the public seminar from his marketing efforts and relies heavily on client appreciation events to meet new prospective purchasers. Please join Greg as he shares valuable marketing ideas on how to maximize your marketing dollars in the current environment. If you want to increase your production, this is a must attend breakout session!


Joel Johnson - 1+1+1=6 Diversification in Marketing

If you are looking to exponentially increase your business, this is a can’t miss breakout. Joel Johnson is a brilliant marketing mind that utilizes many different avenues to attract new clients. With these marketing initiatives running simultaneously, they validate and build credibility to all he does business with.


Jim Devine - How to Build a Successful Agency

Jim Devine is President and Co-Founder of California’s leading senior care financial specialty firms. He has created a network of talented agents to help seniors plan and preserve their assets to last through retirement. His breakout session will focus on the pros and cons of building this type of organization. If building an agency is a potential future endeavor of yours, Jim Devine’s the man in the know!


Jane Sawyer, Jan Kelleher, Charlene Neiderhelman
The Assistant - Your Key to Success

Tired of paperwork? Are you doing your own administrative work? Look no further. You have heard others say their business didn’t increase until they hired someone to assist them. Please join three of the industry's top administrative professionals and learn how they interact with their respective offices to keep you, the advisor, working at peak efficiency.