October 2015

 

 
T3 Enterprise 2015
November 2-4
Bonaventure Resort & Spa
Weston, FL
Register here.

T3 Enterprise Conference

T3 Enterprise 2015 assembles leading technology vendors, consultants, and thought leaders in one place to tackle the challenges facing broker-dealers and financial enterprises head on. Be among the first to learn about new and innovative technology offerings, hear from industry thought leaders, and shape the future technological developments by directly engaging the industry's top technology developers.

Register here before the end of October.

 


Mastering the Art of Client Acquisition & Business Development
November 13-15
Atlanta, GA
Register here and use promo code MGP1K for a $1000 discount.

Master the Art of Client Acquisition & Business Development

Sharpen your people skills and earn 16.5 CE credits with this 3-Day Workshop and robust online course.

Attend powerful keynote presentations by industry leaders and a highly interactive workshop to develop skills and confidence you can apply immediately to help get your next ideal client...and the one after that and the one after that and one after that.

Register with promo code MGP1K and save $1000 off of the regular price for this dynamic event.

 
 

Meet Our Tech Partners

This month, learn more about how our technology partnerships can help you create better plans in less time:

Oct 7: FinaMetrica
Oct 8: Wealth Access
Oct 20: PreciseFP™
Oct 27: SmartOffice powered by Ebix
Oct 28: Redtail Technology

We are also hosting Advisor Websites for a special webinar on October 21 to show how easy it is to build a website that works for your business.

Make Training a New Fall Tradition

We all love the fall...the crisp, cool air, the leaves, the boots, pumpkinized everything.

But now’s the time to start a new tradition: training. Reinvest and immerse yourself in the many capabilities of MoneyGuidePro. With just a couple of opportunities left for the remainder of 2015 secure your spot today. We promise you’ll have an unbe-leaf-able experience!

Two-day in-person events ($599):
Cincinnati, OH - Oct 27-28
Orlando, FL - Nov 18-19

Web Conferencing ($349):
Three, 3-hour online sessions - Nov 2, 9, 16

Want to suggest a future location or be notified when we schedule events? Contact us.

 

See us at one of these events

Laser App Advisor Con 2015
Oct 7 - Oct 8, 2015 in Las Vegas, NV

Junxure Advisor Conference
Oct 8 - Oct 9, 2015 in Las Vegas, NV

eMoney Advisor Summit
Oct 19 - Oct 21, 2015 in Orlando, FL

Loring Ward's 2015 National Education Conference
Oct 19 - Oct 22, 2015 in Colorado Springs, CO

NAPFA Fall Conference 2015
Oct 20 - Oct 23, 2015 in Indianapolis, IN

T3 Enterprise 2015
Nov 2 - Nov 4, 2015 in Weston, FL

IMPACT® 2015
Nov 10 - Nov 13, 2015 in Boston, MA

Mastering the Art of Client Acquisition & Business Development Workshop
$1000 Discount for MGP Subscribers
Nov 13 - Nov 15, 2015 in Atlanta, GA

Increase your MGP knowledge

What if Worksheet Tips
Oct 7 at 4:00pm ET

Introduction to Plan Creation
Oct 12 at 2:00pm ET

MoneyGuidePro Overview
Oct 13 at 11:00am ET

Introduction to Plan Delivery
Oct 14 at 11:00am ET

Estate Overview
Oct 14 at 4:00pm ET

Introduction to Plan Creation
Oct 20 at 11:00am ET

NEW: Prospecting with MoneyGuidePro
Oct 20 at 4:00pm ET

Understanding and Presenting Results
Oct 21 at 4:00pm ET

Introduction to Plan Delivery
Oct 22 at 2:00pm ET

Comparing Pension Options
Oct 27 at 11:00am ET

Social Security Planning
Oct 28 at 4:00pm ET

 
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