Event Type: Seminar
- Location Name:
- Hilton San Diego Bayfront, One Park Boulevard, San Diego CA 92101
- Start Date/Time:
- 26 February 2014
- End Date/Time:
- 28 February 2014
The next level in wealth management and trust is all about growth.
Take advantage of this opportune time to strengthen your business line by attending the 2014 ABA Wealth Management and Trust Conference. Featuring dynamic speakers and industry experts—the event delivers big picture strategy and practical solutions for driving revenue, referrals and results. Learn to leverage investment trends, manage risk and improve your bottom-line—all while becoming a better consultative resource for your clients. Nothing beats the enrichment of a live event, and no other conference covers more ground for members of the wealth management and trust community. Attendees will enhance their knowledge and expertise in four key areas:
- Business Development and Sales: Learn how to seamlessly integrate your advisory services into your bank’s frontline sales function.
- Fiduciary: Gain a deeper understanding of fiduciary relationships and insights.
- Investment Strategies: Explore investment models that increase yields, and gain the resources you need to be the trusted advisor your clients demand.
- Risk Management and Regulatory Compliance: Review the latest regulatory updates and ways to effectively manage risk.
Reed Smith partners Mary Hackett and David Powell are featured speakers at this conference.
For more information or to register, click here.