Venue

Hilton Orlando
6001 Destination Parkway
Orlando, FL 32819
Tel: 1-407-313-4300


Sponsorship & Exhibit Opportunities

To find out how to customize a sponsorship/exhibit package which is most appropriate for your institution, please contact Jack Lynch at (212) 803-8803


Wednesday, October 26, 2011

9:30 AM - 10:20 AM
Track: Financial Planning View Track

SEVEN STEPS TO BEING A SUCCESSFUL CPA-BASED REGISTERED INVESTMENT ADVISOR

Mont Levy, JD CEO, BAM ADVISOR SERVICES

 

Some industry experts believe RIA firms affiliated with CPA firms face more challenges.  However, top execs at BAM have seen tremendous benefits accompany strong partnerships between the two, especially when seven critical steps are in place.

  • Learn the seven steps for helping the CPA firm commit to the investment firm as a full partner
  • The importance of discovery meetings to both the CPA partners and the investment firm
  • Best practices for sharing success stories and well as referrals

 

>> Submit a question to this session's speakers

>> Return to Agenda