Asset Manager Showcase Logo
**Subject to change**
April 28, 2014

11:30 am Registration begins
11:45 am – 12:00 pm Opening Remarks And Pick Up Box Lunch
12:00 pm – 12:20 pm A Vision For Success
One common thread with elite advisors is that they have a strategy and use it to move forward to meet their goals. Mike Byrnes will share advice on how to create a winning business plan and how to become an even more successful leader.
12:20 pm – 1:30 pm Growing In The Digital Age
Want to learn how to achieve stronger client relationships and gain more new business? See Mike Byrnes present on best practices for online marketing and social media. Understand where your current website is falling short and get numerous effective ways to use social networks to increase your success.
1:30 pm – 2:30 pm Getting PR Without Hiring An Agency
Positive publicity can help an individual and an individual and an organization in many ways. Learn from Mike Byrnes about the benefits of positive publicity, building a PR strategy, and how to successfully work with the media.
2:30 pm – 2:45 pm Break
Take time to meet other attendees interested in improving their businesses.
2:45 pm – 3:45 pm Wow Your Clients!
Mike Byrnes will explain the benefits of happy clients, how to build advocates, why researching clients is essential, how to improve client interactions, communications and events, and why different client service models often make sense.
Accepted for 1 CFP® Board CE Credit and 1 Hour of CE Credit towards the CIMA, CIMC and CPWA certifications
3:45 pm – 4:00 pm Break
4:00 pm – 4:30 pm Roundtable Discussions And Sharing Of Best Practices
The attendees will group with each other and then share what makes them successful.



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