I'll be hanging around these booths -- all of which are Impact friends and clients, all of which offer some pretty fantastic solutions for independent advisors and allied institutions:
- Vanare | NestEgg - Table #17
- Client Driven Practice - Table #15
- Scottrade Advisor Services - Booth 308
- Strategy and Resources - Booth 302
- Entreda - Table # TBD
- GuideVine.com - Table #TBD
- Everplans Pro - Table #TBD
See the interactive map of the exhibit hall for visual of the booths and tables.
I will also be live tweeting some of the sessions including:
Retirement Roundtable - Sept 26 at 2:20 pm ET
Robert Powell, respected journalist
Cutting College Costs - Sept 26 at 4:30 pm ET
Lynn O'Shaughnessy, respected columnist
New Rules of Marketing and PR - Sept 26 at 8:00 am ET
Jill Schlesinger, respect journalist
Robo-Advisors Point / Counter Point - Sept 27 at 2:20 pm ET
Michael Kitces (Nerds Eye View), Rich Ellinger (Wealthminder), and Lex Sokolin (Vanare | NestEgg)
Investing Roundtable - Sept 27 at 3:55 pm ET
Advisor Partners CEO - Dan Kern
M&A and Succession Planning / Financing - Sept 27 at 5:00 pm ET
Marion Asnes (Idea Refinery) + Folks from Live Oak Bank and FP Transitions
Unfortunately, I have a flight on Monday September 28 -- I am heading right to Phoenix so I don't miss too much of the Bob Veres' Insider's Forum (and I am also speaking there alongside with my strategic partner Marion Asnes) -- or I would have loved to attend the Women and Investing session sponsored by Money Magazine and staffed by a host of awesome women I know (sorry ladies, alas a different duty calls).
If you haven't signed up yet for the Insider's Forum, you can save $75 off your first registration with this code:
2015IMPACTCOMM
If you want to find me at FPA B.E. and prefer not to look for a "chance encounter" please stop by the Strategy and Resources booth #320 and leave a message with whoever is there. If you leave your cell phone number or mobile email, I will be in touch and we can meet up!
Thanks for the mention, but just FYI my site is www.kitces.com, not www.nerdseyeview.com. The latter belongs to a very friendly photographer who does not have any relationship to the financial services industry. :)
ReplyDeleteSee you at the conference!
- Michael