top of page
IMG_7257.JPG

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.

The Path

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.

Event Survey

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

Useful Links

Survey
Useful Links
Overview

Sponsors

sponsors summit.png
Sponsors

Keynote Speaker: Duncan MacPherson

e3ef60a9fc9d4b2bb9cb8582bf5db454.png
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.
tap_book_200.png

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

Keynote

Presentation Decks

Presentations
bottom of page