2017 Summer Conference Documents
Dave's Opening Presentation
Keynote
Keynote: When Client Wealth Transfers to the Next Generation_AmyFlorian
Advisory Pricing
Advisory Services Pricing - Envestnet
Advisory Pricing - 1040 Planning Guide_LoraHoff
Advisory Pricing - Business Planning Data_LoraHoff
Advisory Pricing – Check List_LoraHoff
Advisory Pricing – Client Questionnaire_LoraHoff
Advisory Pricing – Expense Data Sheet_LoraHoff
Advisory Pricing – Implementation Schdl_LoraHoff
Advisory Pricing - IPI Advisors Business Models - Lora Hoff's Presentation
Advisory Pricing – Risk Tolerance_LoraHoff
Triple Play Portfolios
Triple Play Portfolios - Sample Prospects
Triple Play Portfolios – MikeN Presentation & Portfolio
Triple Play Portfolios - TomE Portfolios
Concurrent Breakout Sessions
Consistent Triples & Doubles w/ Client Contacts - Foley & Brown
Past, Present & Future of Alternative Investing - Sound Point Capital
VAs in the New Fiduciary World
Value Proposition Presentation
Value Proposition Presentation - Schwab