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     Account Access

    Breaking Through

    May 2019

    Meeting Recap 

    A planning meeting to understand how to Capitalize on the Securities and Insurance Industry Collaboration

    Goal:

    Examine how how First Trust can help IMO's to add AUM by sponsoring IMO based events. 

    Hosted By:

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    Duncan MacPherson the CEO of Pareto Systems, spoke at the meeting on the importance of creating a process, and highlighting that process within your practice.
     
    Pareto Systems is well known for its approach which is based on best practices and for its focus on implementation.
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    All attendees received a free copy of Duncan's book, "The Advisor Playbook". Excerpts from this book are available for download

    Download

    Duncan MacPherson: The Advisor Playbook

    Jason Day

    Sr. VP - Director of Business Development

    jday@pksinvest.com

    P: (518) 436-3536 / (800) 801-6851

    C: (518) 533-8055

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    Follow up with PKS

    Many who attended the meeting had intended to follow up with Purshe Kaplan Sterling for more information. The point of contact for that follow up is:

    Click to Email Jason

    Make sure you mention you were at the Fusion Meeting to launch the correct discussion!

    Additional Follow Up

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    You will receive the contact information for your dedicated contact manager at First Trust in order to continue the discussions from the meeting.

    First Trust Point of Contact

    The first series of structured products that was discussed at the meeting will be launched in June. You will be notified when this occurs. 

    Structured Product Release Date

    Upcoming Event Schedule

    These meetings will be structured as follows:
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    • Attendees will arrive by Noon on the first day of the event. 
    • The meeting will launch at noon that first day and feature information from First Trust and Fusion, as well as a presentation from Duncan MacPherson.
    • A group dinner will be held that night.
    • Day Two will break advisors into separate groups for presentations from their respective IMO's
    • The event will conclude by Noon on the second day, allowing attendees to depart that afternoon or evening.
    Specific hotel, agenda and registration information will be provided closer to each event date.

    August 21st-22nd, 2019

    Chicago, Illinois

    October 16th-18th, 2019

    Atlanta, Georgia

    Investment advisory services are offered through Coppell Advisory Solutions, LLC dba Fusion Capital Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability.

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    All investment strategies have the potential for profit or loss. Changes in investment strategies, economic conditions, contributions or withdrawals may significantly alter a portfolio’s performance. There is no guarantee that any specific investment or strategy will be suitable or profitable for a particular client. Past performance is no guarantee of future success. We cannot guarantee that a portfolio will match or outperform any particular benchmark. None of the content should be viewed as an offer to buy or sell, or as a solicitation of an offer to buy or sell the securities discussed.
    
    This website is a publication of Fusion Capital Management, LLC (Fusion). Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author as of the date of publication and are subject to change.​
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    Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented. Hyperlinks are provided as a convenience, and we disclaim any responsibility for information, services, or products found on websites linked hereto.

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    To access the current Fusion Capital Management ADV and Wrap Brochures visit the SEC's website - Click HERE

    Fusion Capital Management Privacy Policy - Click HERE

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