Michelle Lodge

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The executive director of Consumer Federation of America discusses boosting financial literacy and the Dodd-Frank law.
The CEO of NYSE Amex Options explains the benefit of owing options and the challenges in the industry.
The founder and president of The Client Driven Practice discusses his book, which details how to increase referrals.
Nobel prize laureate/author of Thinking, Fast and Slow discusses the book and how it can be applied to financial advisers.
The chief executive officer of Foundation Source discusses the advantages of a knowledge of philanthropy.
The president of Practice Development Counsel discusses working with multiple generations.
The president of Charitable Solutions LLC discusses how advisors can counsel clients about alternative ways to contribute to charities.
The founding director of the Research Center on the Prevention of Financial Fraud talks about the nature of scams and what advisors can do to protect their clients.
When your bank gets targeted for an acquisition, even the most steely nerved FA can worry about job security. But don't fret: With the right attitude, you can thrive.
The co-founder of priceMetrix discusses his firm's study of sympathy pricing and what it means for advisors.
The director of the MetLife Mature Market Institute discusses how financial advisors can best serve baby boomers.
The legislation may be a hit or miss, depending on whom you ask. What's good in this mixed bag for advisors and what should they be mindful of?
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Feb 10-12, 2016
Marriott Harbor Beach Resort, Ft. Lauderdale, Fla.
Jun 16-17, 2016
Sheraton New York
Jun 22, 2016
Convene, NYC, NY