Thursday, January 26, 2012

See you in Orlando at the TD Ameritrade annual conference!

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Saturday, January 7, 2012

Technology Conference for Independent Broker/Dealers Gives Management Teams Unique Opportunity to Experience the Latest and Greatest Technology Solutions

Investment Advisor Magazine and Peter Montoya Announce First-Ever TechLeaders Conference in Dallas March 19-21, 2012

Investment Advisor magazine, one of the largest advisor-read publications in the independent investment management world, and Peter Montoya, a nationally-known financial services industry veteran, have partnered to produce the TechLeaders 2012 Conference, the only conference focused exclusively on technology resources for Broker/Dealer management.

The inaugural conference will be held March 19-21, 2012 at the Omni Mandalay Hotel at Las Colinas in Irving/Dallas, Texas. The conference boasts 30++ presentations from technology firms who will be showcasing the newest and most innovative solutions in the industry today. Montoya founded the TechLeaders Conference in order to address the need for quality programming and well-planned agendas focused exclusively on the many ways technology can solve the issues faced by broker-dealers and registered representatives in the financial services industry.

“There are tons of products in the marketplace whose aim is to assist Broker/Dealers and advisors, but there is a finite amount of time that these busy professionals have to devote to the process of figuring out what’s right for them at the place they are in their careers,” said Montoya. “The TechLeaders Conference will allow these professionals to have an opportunity to kick the tires and figure out what works for them and how they can seamlessly integrate these solutions into their businesses. This is the one place where they can quickly see everyone and everything in the marketplace,” Montoya said.

The 2012 TechLeaders conference will be supported by discussion groups, online user forums, and direct access to the technology vendors creating new solutions. The goal is to create a dialog through which new products can evolve in direct response to user need.

In addition, Investment Advisor magazine will be releasing the Broker/Dealer Technology Survey Results during an awards ceremony at the conference.

In an effort to truly utilize leading edge technology, TechLeaders will also host a virtual exhibit area where those unable to attend the conference will have access material about sponsors and their products.

Read full news release.

Great audio interview with Peter Montoya and Marie Swift:

Listen now.

Attention all IBD home office staff! 
Register to attend by March 1, 2012 and glean substantial savings. Details here:


Only at TechLeaders will you:

- Hear the results of the very first ever Broker/Dealer Technology Survey—get ahead of the competition in determining what's working and what solutions your Representatives are looking for

- Benefit from conference-only pricing on the newest, most asked-for software, hardware, and productivity solutions

- Maximize time spent out of the office with a targeted agenda and the ability to spend quality face-time with solution providers—without distraction

Attention tech companies! 
Would you like to present your tech and productivity solutions to dozens of IBD executives and home office staff people? Sponsor the Tech Leaders Conference and gain exclusive access to these VIPs.

Download sponsor package now!
Mastering the Art of Social Media
   Marie Swift and other experts give advice on social media use>
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Mastering Social Media - Research Mag - August 2011

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