50 Cost-Saving and Money-Making Ideas in 50 Minutes
Tuesday, June 9, 2009 4:00 p.m. – 5:00 p.m. Eastern Time View the…
Tuesday, June 9, 2009
4:00 p.m. – 5:00 p.m. Eastern Time
View the archive
This program has been accepted by IMCA for 1 non-IMCA CIMA credit.
Download the non-IMCA CIMA CE submittal form
Leading experts on marketing, compliance, technology and practice management share their best suggestions for saving and making money in today’s challenging environment. Click here to download the presentation slides.
A free and invaluable resource.
Key topics covered include:
- 50 innovative, practical ideas you can use immediately to
boost the bottom line of your advisory business. - Free technology applications that can help you achieve
greater efficiency - How to trim expenses in your business operations
- How to market your practice through your current clients
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Download as podcast |
Moderators:
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Evan Cooper Deputy Editor InvestmentNews |
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Lisa Shidler Reporter InvestmentNews |
Panelists:
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Ray Henderson Partner Business Health Pty Ltd. |
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Claudio Pannunzio Partner Blue Chip Public Relations |
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Nancy Lininger Principal The Consortium |
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Maureen Wilke Principal The Connected Advisor |
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Matt McGinness Principal Best Practice Research |
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Bill Winterberg Principal FPPad.com |
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