Join us at the 2012 Envestnet Advisor Summit: Changing the Rules, to gain insight on how to level the playing field, to achieve scalability, greater client success and growth. Hear from Keynote Speaker, Billy Beane, the Oakland A’s General Manager and Subject of Moneyball, who notably changed the unspoken rules of baseball to lead one of the worst teams in baseball to three American League West Division titles. He will discuss the parallels between baseball and business that involve identifying undervalued assets to create and sustain a competitive advantage.
At this three day event, you’ll also learn about the benefits of open architecture and exciting new investment offerings from our network of reputable asset strategists available through Envestnet. We’ll unveil our new advisor console and its dynamic functionality that allows you to not only restructure your practice to deliver more professional and comprehensive advice to your clients but also provide you with the tools to compete with large wirehouse firms.
Take advantage of the opportunity to network with colleagues, other investment professionals, and Envestnet representatives and define your own path to succeed in today’s volatile market environment.
What You’ll Learn:
Practice Management Strategies to Attract and Retain Clients
Trends and Tools that Will Influence How You Run Your Business
Strategies and Investment Solutions that Address Industry Challenges