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Fusion's 2018

Advisory Summit

September 19th-21st

Downtown Nashville's

Hutton Hotel

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

  • Advisor Spotlight

  • Community/Relationship Building

  • Collaboration Training

  • 2018 Year in Review

  • What's To Come in 2019

  • Open Discussion for Advisor Feedback

  • Fun (of course)

If you attended this event, let us know what you thought!

F.A.C.T.S.

Learn more about the Fusion Advisory Core Training Series and request your membership.

Get the details on The Path training and how Fusion can help you take advantage of C2P's offerings and programs. 

Edge Dashboard

Check out our Operational Edge Experience dashboard, designed to track the effectiveness of Elements in helping advisors and their staff remove the friction in their operational tasks.

If you attended the event, let us know how we did! Take our event survey and share you thoughts. 

Useful Links

 
 
 

Sponsors

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Keynote Speaker: Duncan MacPherson

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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.
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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

 

Presentation Decks

 
Fusion Tech Update
Fusion Tech Update

Ryan Borer, Fusion CM

Compliance Update
Compliance Update

CCO, Fusion

Alpha DNA
Alpha DNA

Wayne Ferbert, Alpha DNA

TKA - Market Mosaic
TKA - Market Mosaic

Phil Kosmala, Taiber Kosmala

Black Creek Real Estate Solutions
Black Creek Real Estate Solutions

Mike Bacon, Black Creek

Fixed Income Alternative - GAIG
Fixed Income Alternative - GAIG

Greg Short, Great American

Allianz - What Can Gamma Do For You?
Allianz - What Can Gamma Do For You?

Stephen Johnson, Allianz

Brookmont
Brookmont

Jeff Baker, Brookmont

Advisory World
Advisory World

Ed Fahlstrom, Advisory World

Clarity2Prosperity - Valor
Clarity2Prosperity - Valor

Doug King & Bill Richardson, C2P/Valor