Our 2018 Fusion Advisory Summit featured 14 different presenters with a total audience of nearly 60 financial professionals
Elements Updates and Training
Manager Exchange updates
Marketing training and updates
If you attended this event, let us know what you thought!
Keynote Speaker: Duncan MacPherson
Duncan MacPherson the CEO of Pareto Systems, kicked off Day 2 with a Keynote Presentation 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
Phil Kosmala, Taiber Kosmala
Greg Short, Great American
Ed Fahlstrom, Advisory World
Doug King & Bill Richardson, C2P/Valor