Speaker Conference Registration November 2018
Are you interested in being a conference speaker at our next Financial Advisor event? If you, or your firm, offer a service that may provide solutions for Financial Advisors, then this is a valuable opportunity to present your business to a highly targeted audience.
Details
What: Financial Advisor Conference
When: November 14, 2018 8:00am to November 15, 2018, 5:00pm
Where: Scottsdale, Arizona
More details coming soon
Conference Notes
This event will focus on:
- Tax Strategies for your H.N.W clients
- Industry Trends that are reshaping Financial Advice
- Practice Management
- Basic Estate Planning
- Succession Planning
- Investment Strategies/Products
- Marketing to H.N.W clients
Note: All speakers are responsible for recording and reporting any CE credits involved in their presentation.
For additional topic ideas visit recruitingservicesofarizona.com/additional-topics
Please use the link below to view the outline for our previous conference, held November 15-16, 2017.
http://recruitingservicesofarizona.com/conference-schedule/
Please bring ALL presentations on a thumb drive or your laptop – Please DO NOT e-mail us your presentation.
Location Notes
- Building # 1, Room # 301, Room Name Ingenuity. ASU SkySong, 1475 N. Scottsdale Road, Scottsdale, AZ 85257
- SkySong Conference rooms support Mac & PC connections
- Each conference room has a computer that can be used
- Adapters will be available to speakers who wish to utilize their own laptop
- Full service Wi-Fi is available. To access use ASUGuest.
- Electrical receptacles are available
- Please contact SkySong IT personnel about any technology questions:
- Email: RTSHelp@asu.edu
- Download a list of hotels near SkySong
Deliveries
PLEASE be sure to mail your materials 4-5 weeks in ADVANCE & use your tracking # to confirm. Tiana will store the materials in a closet right next to the speaking room.
Ship your presentation materials to:
Attn: Mario Rochin
ASU SkySong
1475 N. Scottsdale Road, Scottsdale, AZ 85257
New Features
- We now offer Live stream broadcast for your presentation!
- Stream your presentation live to advisors all over the world!
- Video conferencing
- Save on travel cost and present your presentation straight from your office!
Your Likely Audience
At our last event, there were about 140 Advisors in attendance and several Billion in Assets under Management. 50% were Independent Advisors, 25% were Fee Based Advisors, with the remaining 25% split between Hybrid Advisors, Insurance Advisors and Wire House Advisors.
For this event we are inviting advisors from California, Colorado, and Arizona. We are constantly engaging Registered Reps, Fee Based Advisors, Wealth Managers, and Insurance Professionals to gauge their interest in our services, which include: marketing for advisors, business succession planning/AUM book sales, and recruiting for independent broker dealers and RIAs.
Highlights from our November 2017 Seminar
Contact Us Today
If you have any questions, please don’t hesitate to contact us.
Conference Speaker Registration Form
If you are interested in speaking at our next event, please fill out the Speaker Request form below and a representative will contact you regarding your request. This form provides us with additional information about your firm, your topic, and yourself. We will use this data to help complete the outline for the conference.