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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
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Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
May 07, 2008 at 08:00 PM
I had lunch with a successful advisor yesterday and the subject of conferences came up. Our annual conference, Senior Market Advisor Expo, is August 20-22 this year in Orlando, and this advisor hadn’t yet signed up.
I wanted to know why.
He set his fork down and thought about the question for a while.
“I may have to get back to you on that one,” he said. He picked up his fork again, but before he could take a bite, he said one word: “Time.”
“What’s that?” I asked.
“Time,” he repeated. “Any time I’m away from the office, I’m away from my clients, away from making money.”
This was an interesting insight for me. I’ve come most recently from covering commercial real estate, an industry where the brokers are conference-crazy. As a reporter, I covered around 25 conferences a year. I saw many of the same faces from conference to conference.
Part of their attendance was due to hearing the latest industry information first hand; part of if was networking, getting your name and face out there; but a big part of it was the opportunity to do deals.
In your line of work, what brings you to conferences or, if you miss an event, what’s the chief reason you stay away?
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