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REGISTER
NOW for the CFDD’s 2006 Advisor Conference, an all
business conference dedicated solely to helping retirement
advisors grow, manage and package their business for succession.
The conference will also emphasize new business opportunities.
The
conference sold-out early last year and over 1,000 retirement
specialists, not rookies or generalists, will attend the
2006 conference, more than any other industry event. The
CFDD’s network controls the lion’s share of retirement
assets and the quality of advisors and ratio of advisors
to registrants is unmatched by any other industry conference.
The
two and one-half day interactive program was designed by
the CFDD’s network and includes forty-four different
breakout sessions. The conference will also host additional
keynote speakers and insightful wraparound activities.
To
balance the program, over fifty accomplished retirement
advisors, RIAs and consultants will participate in the agenda.
In excess of fifty providers and vendors will also participate
in the agenda. As you can see, the industrial strength agenda
is fresh, reflects a “Who’s Who In The Retirement
Industry” and forecasts the direction of the industry.
The
CFDD’s conferences offer unmatched value and in addition
to a strong agenda, registrants benefit from a competitive
analysis bonus, CE credits, a pre-conference kick-off party,
complimentary breakfast/lunch/cocktail parties and numerous
other vendor invitations.
Advisors
also benefit from a business HealthCheck, a discount on
McHenry’s PlanTools™ fiduciary reporting system,
a free subscription to InvestmentNews, a customized compliance/regulatory
alert and a new lead generation program.
In
addition to assisting advisors learn new business practices,
develop new business models and adapt to change, the “advisor-centric”
forum provides a unique opportunity to network with the
most accomplished people in the industry.
The
opportunity for the elite to participate in consolidation
still exists, but the retirement market is maturing, consolidating
and competition is intensifying. As a result, the trade
should now be considering longer-term strategies, transferring
risk and new growth opportunities beyond retirement plans.
With margins under pressure, providers must also tweak pricing,
use resources more effectively and fully leverage their
partners.
To
increase retirement market share, advisors must stay focused,
specialize, avoid small plans, market solutions rather than
product and become better consultants. Advisors must also
become more efficient, balance fees with services, demonstrate
added value, differentiate themselves and offer fee-based
services. Like providers, advisors would be wise to leverage
their strengths, develop niche markets, natural markets,
brand and new sources of leads.
All
these issues and more will be touched upon at the 2006 conference,
but the overall theme is BALANCING INTERIM SUCCESS WITH
LONGER-TERM STRATEGIES: Transitioning From Salesperson To
Businessperson. Subset themes include: Growing Retirement
Business, Becoming More Efficient, Managing The Practice
As A Business, Business Valuation, Health & Succession,
Developing New Opportunities and Adding Value At All Levels.
Additional
areas of emphasis include: Open Architecture, Evaluating
LifeStyle & Target-Date Funds, Alternative Investment
Vehicles & Asset Classes, Providing Advice At The Plan
& Participant Level, Developing High Net Worth Business,
Advancing The Working Relationship Between Advisors &
Providers, TPA/Recordkeeping Business/Service Models and
How To Differentiate Products & Services.
Click
on the links below to get more information and take your
business to the next level.
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