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:

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.

All attendees received a free copy of Duncan's book, "The Advisor Playbook". Excerpts from this book are available for 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

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:

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

Additional Follow Up

First Trust Point of Contact

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

Structured Product Release Date

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

Upcoming Event Schedule

These meetings will be structured as follows:
  • 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

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