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Travel/Venue Info

Fontainebleau Miami Beach
4441 Collins Avenue
Miami Beach
Florida 33140 USA

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Conference Agenda

Tuesday, March 15, 2011

10:00 AM -
Registration & Exhibits Open
10:30 AM - 10:35 AM
Conference Co-Chair Remarks
Pamela Black, Editor-In-Chief, BANK INVESTMENT CONSULTANT
Frances A. McMorris, Editor in Chief, ON WALL STREET
10:35 AM - 11:30 AM
Five Common Mistakes Women Advisors Make Marketing to the Affluent and How to Avoid Them
Kathleen Burns Kingsbury, LMHC, CPCC, Wealth Psychology Expert, PRINCIPAL, KBK WEALTH CONNECTION & AUTHOR, CREATING WEALTH FROM THE INSIDE OUT WORKBOOK
11:30 AM - 12:00 PM
Networking Break at Exhibits
12:00 PM - 1:15 PM
Got Twitter? Women Financial Advisors Readily Embracing Social Media to Turn Higher Profits
Stephen Prosser, Co-founder and Director of Business Development, LINKEDFA
John Bishara, CMO, LINKEDFA
1:15 PM - 1:30 PM
Networking Break at Exhibits
1:30 PM - 2:25 PM
Keynote Address: Financial Crimes – Protecting Yourself and Your Client
Katherine Fernandez Rundle, State Attorney for Miami-Dade County
2:25 PM - 3:15 PM
Benchmarking – How Does Your Practice Stand Up Against the Rest?
Vickie Edwards, Vice President, Eastern Regional Director Sales & Consulting, GENWORTH FINANCIAL WEALTH MANAGEMENT
3:15 PM - 3:35 PM
Afternoon Networking Break
3:30 PM - 3:55 PM
Speed Networking Meetings
4:00 PM - 4:50 PM
Considering Making A BD/RIA Move? A Leading Recruiter Discuses Key Issues Impacting the Decision for the Wirehouse, Independent and Registered Investment Advisors
Christine Baker, EVP, Business Development, J.W. COLE FINANCIAL, INC.; MEMBER FINRA/SIPC
4:50 PM - 5:45 PM
Panel Discussion: Rainmaker Strategies: Insightful Tips to Bring in New Business
Moderator: Frances McMorris, Editor in Chief, ON WALL STREET
Karen McKinley, Managing Director–Investments, Wealth Management Advisor, MCKINLEY & ASSOCIATES OF MERRILL LYNCH WEALTH MANAGEMENT
Thais D. Piotrowski, CFP®, CRPC®, Private Wealth Advisor, AN AMERIPRISE PLATINUM FINANCIAL SERVICES® PRACTICE
Margaret C. Starner, CFP®, Senior Vice President, Financial Planning, STARNER GROUP OF RAYMOND JAMES & ASSOCIATES
5:45 PM - 6:45 PM
Cocktail Networking Reception
6:00 PM - 6:30 PM
Closing Keynote: Doing What Women Do Best…and Profiting from it
Meg Green, CEO, MEG GREEN & ASSOCIATES
6:45 PM -
Conference Concludes