We just returned from a terrific T3 Conference, and in just over one week, we’ll be traveling again, this time out to Boston to present at FPA Business Solutions 2011.
Bill will be participating on a panel discussion titled Best Practices When Using Social Media at 3:15PM on Thursday, March 3. Mike Watson of TD AMERITRADE Institutional will moderate and Bill will share the panel with Andrew Gluck of Advisor Products, Inc. and Marie Swift of Impact Communications.
Click here to view the full FPA Business Solutions 2011 schedule. There’s still time to register so you don’t miss the great info at this event!
This year’s Task Force consists of a “who’s who” list of influential consultants, vendors, and practice management experts who have assembled a stellar agenda of topics and speakers.
We’re particulary interested in the preliminary release of the 2011 InvestmentNews Advisor Technology Study. In 2009, InvestmentNews partnered with Moss Adams LLP to continue the biannual benchmarking study on compensation and staffing practices of independent financial advisory firms.
What we feel has been missing in past studies is an analysis of the technologies employed at the top firms, and what specifically contributes to their performance. For example, if 90% of the most profitable firms all use dictation services from Mobile Assistant, wouldn’t you want to embrace dictation from them, too?
Finally, everyone attending FPA Business Soltuions 2011 is invited to participate in the social media back channel using the Twitter hashtag of #BizSol11.
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