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SIFMA: Private Client Conference 2015
April 7, 2015 @ 8:00 am - April 8, 2015 @ 5:00 pm
The SIFMA Private Client Conference is North America’s leading event designed specifically for financial professionals who service the individual investor. Register now to hear from top industry leaders on tactical ways to enhance client service, advice and trust to help investors achieve their financial goals.
Why You Should Attend:
- STRONG INDUSTRY PRESENCE – Senior Wealth Management executives will discuss innovative approaches to leadership, client service and growth strategies.
- GAIN PERSPECTIVES – Robust content will address today’s most pressing questions on attracting next generation FAs, succession planning, marketing strategies and regulatory issues.
- EXPAND YOUR NETWORK – Build new business relationships, and share best practices with other attendee’s working on the same priorities.
Who Attends:
- Heads of Private Client Groups
- National Sales Managers
- CEOs of Small Firms
- Corporate Marketing Directors
- Regional Managers
- Branch Managers
- Wealth Management Directors
- Financial Advisors and Investment Consultants