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Strategic Dialogues:
Overview
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Strategic Roundtables
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Advisor Supplier Exchange
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User Groups
Click here if you would like to receive information from Pyramid about upcoming events, reports, or articles.
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Internet, System and Marketing Efficiency For Fee-Only RIAs
Pyramid and the Financial Planning Association will conduct a Strategic Roundtable Discussion between Fee-Only RIAs and Financial Service Providers to discuss the following issues:
- Systems/Software Used, Including Portfolio Management and Financial Planning
- Technology Integration
- Use of Service Provider and Third-Party Web Sites
- Email
- Custodian platforms, services and requirements
- Product Screening and Product Information Needs
- Marketing and Practice Management
- How can service providers respond to RIA needs?
Benefits of the Session:
» Discuss RIA technology, Internet and marketing tool usage and needs.
» What problems do RIAs encounter, and what are potential solutions?
» How can RIAs use the Internet to increase the efficiency of conducting business?
» What services do RIAs want from product suppliers?
"I enjoyed learning about the different styles of financial planners. There is no one method. We should all constantly re-evaluate ourselves."
Fee-only RIA
The session will be held:
Boston, MA
October 14, 2003
8:00 AM - 12:00 PM
Boston Park Plaza Hotel
64 Arlington Street
Alcott Room, 4th Floor
Breakfast will be served
Participation
Financial Service Providers: $945
Participants will receive a report analyzing the results of the session
Attendance is limited
Please RSVP by September 26, 2003.
To attend, please contact Nanette Cuccia at 718.268.3884 or email at Nanette@PyramidUpdate.com
We accept the following credit cards by phone:
  
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Announcement |
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Increase your Internet Servicing of Advisors IQ in 2005! Purchase our Benchmarking Internet Servicing of Advisors study, and Technology and Internet Usage of Financial Professionals in early 2005, and receive a 25% discount. Please click here for more details.
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Announcement |
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Receive a 15% discount for the purchase of all three of our reports on Technology, Internet and Marketing Usage of Advisors, which cover two advisor segments:
- Fee-based Registered Investment Advisors
- Financial Planners who Affiliate with Independent Broker-Dealers
Please click here for details. |
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