Tag Archives: Speaking

FPA of Georgia members, get your summer technology update on July 25

If you’re an FPA of Georgia member, or live within a reasonable drive of the Atlanta metro area, consider attending next week’s practice management and technology meeting.

On Thursday, July 25 at 11:30 a.m. ET, I’m presenting along with Ted Jenkin of oXYGen Financial on how to use technology to engage the next generation of clients.

Registration is $30 for members, $60 for non members, and $15 for students.

Click or tap the button below and register today!

register

(click to watch on YouTube)

Welcome Wealth Management Marketing Subscribers

FPPad.com is this month’s Featured Resource in Wealth Management Marketing’s newsletter. I want to welcome WMM subscribers to FPPad and provide some links to show you what’s popular on this site.

First, you can subscribe to the FPPad RSS feed by clicking here.

Don’t use an RSS reader? We recommend Google Reader. It’s free and easy to use.

Prefer email updates instead of RSS? We have an email subscription option, too. Just click here to subscribe by email.

So here’s a glimpse at what many visitors to FPPad find useful:

Thanks again for visiting and thank you to Wealth Management Marketing for featuring FPPad this month!

Follow the TD AMERITRADE Institutional Conference Twitter Backchannel

I’ll be appearing this Friday on a panel titled Leveraging Social Media to Grow Your Business at the TD AMERITRADE Institutional 2010 National Conference in Orlando, FL.

Click here to view the entire conference agenda.

I’ll be attending the conference all day Friday and will attend the ethics CE session Saturday morning (my CFP® certification renewal is due at the end of this month!). So if you see me, stop me and introduce yourself. Don’t know what I look like? Check my bio for a photo.

Also, if you’re interested in my other upcoming presentations, please check out my speaking page.

Finally, I complied a list of conference attendees on Twitter, so check it out to see who’s tweeting from the event. Most are using the #TDA2010 hashtag to identify conference-related tweets.

See you there!