Saturday, March 1, 2014

Your Opportunity to Get Inside the Minds of Two Investing Pros - Live on March 20th, 2014

What could you learn about investing and communicating with your clients if you could pick the brain of two of the best investing minds in the business?

Impact Communications, one of the industry's leading marketing communications and PR firms, is pleased to partner with Advisor Websites, one of our favorite turnkey website providers for financial advisors, to bring Timothy F. McCarthy to the 2014 industry thought leader roundtable series. He's a big name — and it is our good fortune to get a slot on his busy schedule. Tim will be joined by Daniel S. Kern, CFA, who will share key research findings from The Safe Investor book along with his own observations about the investing landscape in 2014 and beyond.

Don't miss this candid conversation with Tim McCarthy and Dan Kern!



Helping your clients grow their money in a volatile global economy

A candid conversation with Tim McCarthy and Dan Kern
March 20, 2014 at 10:00 am PST / 1:00 EST

Brought to you by Advisor Websites



Tim McCarthy is the author of The Safe Investor: How to Make Your Money Grow in a Volatile Global Economy (Feb 2014; Published by Palgrave Macmillan). McCarthy has dedicated his entire career to the financial services industry and his experiences include serving as Chairman and CEO of Nikko Asset Management in Tokyo, Good Morning Securities in Seoul, CEO of Jardine Fleming in Hong Kong, President of Charles Schwab and Co., and President of the Fidelity Investment Advisor Group. As an executive who formerly led large and successful corporations, McCarthy understands how difficult it can be for employed individuals to speak their minds. At this point in his career, he prides himself on offering candid comments and frank opinions. For more information please visit


As president of Advisor Partners (an asset management company that offers services and solutions only through independent financial advisors and their clients), Dan Kern is responsible for establishing and driving the overall company strategy; he also oversees the firm's operations.  As CIO, he establishes the investment philosophy and process for Advisor Partners. Prior to joining Advisor Partners, Daniel was Managing Director and Portfolio Manager for Charles Schwab Investment Management; he also headed up product development and served as CFO of a fund company. Prior to Schwab, he was Managing Director and Principal for Montgomery Asset Management. Learn more about Dan and his firm at

Brought to you by Advisor Websites
  • The roundtable concept is pretty simple: Advisor Websites will host an open discussion centered around a specific topic. Participants dial in and listen to industry experts chat about a given topic. 
  • Listeners can submit questions or relevant topics they’d like to hear about in advance by email ( or ask questions on the fly by tweeting @AdvisorWebsite using the hashtag #AWlive.
  • This is your chance to pick the brains of some of the most brilliant minds in the advisory industry.
  • All events will take place at 10am Pacific Standard Time.

1 comment:

  1. Thanks for the info in this blog..It is very informative and useful to me..Awaiting for your next blog