Industry Event Calendar

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Conference

Women Advisor Forums

July 10, 2008 9:00 AM - 5:00 PM EDT

Right now women are now reaching the upper echelons of management and becoming superstars in their own right. This forum provides both a networking opportunity and an educational venue for high-ranking women advisors to gather, plan and discuss the profession and their ever-growing influence.
Coaching Session

7 Mistakes Advisors Make in the First Client Meeting

July 10, 2008 4:00 PM - 5:00 PM EDT

AdvisorMax coach Katherine Vessenes presents a 60-minute web seminar that will teach you what NOT to do in your initial meeting with a prospect.
Conference

Advanced CIMA Workshop: The Best of Wharton

July 21, 2008 - July 22, 2008
Sponsored Web Seminar

Wealth Management in a Weak Economy

July 23, 2008 2:00 PM - 3:00 PM EDT

This session examines how advisors can best counsel clients to stick to their asset allocation goals and not give in to their behavioral biases.