I had no idea that Forbes puts on a totally web-based event they call the Advisor iConference. Forbes held an iConference in June titled Building Wealth With Innovative Ideas and Advice and the content is now available on-demand (click the link to register).
On December 9th, another iConference is being offered titled Building A Rebound-Ready Game Plan.
How did I find out about this resource? By chance, I was navigating the FPA national website looking for information related to my position as the incoming Technology Director for the FPA DFW chapter. Set over in the FPA News Brief section is a single-line link titled FPA President Part of Forbes.com Regulatory Webinar. I clicked the link and learned of the iConference.
Registration to the iConference is $75, but FPA members can attend the iConference for FREE. Here’s how.
I’m busy working on the final slides for a presentation I’m delivering to the Mid-Oregon chapter of the FPA on Tuesday, March 17. Lunch is served at 12:30PM, the first speaker begins at 1:00PM, and my session begins after 2:00PM. I’ve been asked to provide an overview of the CRM software market (not a small task!) and also provide easy productivity tips that can help financial advisers get the most out of each workday.
In case you missed it (like I did), the 
This year I was not able to attend the 
I finally managed to read the recent interview of Nassim Nicholas Taleb on Portfolio.com that 
In the last month or two, I have received a number of new reports that focus on operations and technology in the financial adviser space. These reports do a fair job of identifying some of the trends of technology used in a wide variety of firms and some of the reasons why advisers have been slow to roll out new technology.
