Events

SIFMA Private Client Conference 2013

Past Event:

SIFMA’s Private Client Conference is North America’s premier conference for Private Client Groups at all levels.  This exceptional program will address tactical ways to enhance client service, advice, and, perhaps most crucially, trust, to help investors achieve their financial goals. 

Speakers and panelists from a wide variety of global, regional, and small firms will discuss innovative and tactical ideas across market segments, including: 1) delivering holistic wealth management services to an array of diverse clients; 2) effective succession planning; 3) multigenerational financial advice and service; 4) attracting the next generation of financial advisors; 5) enhancing FA service delivery; 6) managing client portfolio risk in challenging economic times; 7) delivering strong organic growth; 8) enhancing skills in the growing “representative as portfolio manager” model.