TITLE

The Time Is Now to Improve Your Practice

AUTHOR(S)
Peterka, Shawn; Schulaka, Carly
PUB. DATE
January 2009
SOURCE
Journal of Financial Planning;Jan/Feb2009 Practice Management, p26
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article discusses presentations to take place at the FPA Business Solutions 2009 conference in Chicago, Illinois on March 9-11, 2009. Craig Saint-Amour of Microsoft Corp. will talk about trends and challenges for capital markets and financial planners. Mark Tibergien of Pershing Advisor Solutions will discuss leadership for financial planners. For the first time the conference will feature a Technology Expo, where attendees can learn about technological trends. Business coach Diane MacPhee observes that the conference’s overriding theme will be helping planners define, create, and build value.
ACCESSION #
36321871

 

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