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

 

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.
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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
Ryan Borer, Fusion CM
Compliance Update
CCO, Fusion
Alpha DNA
Wayne Ferbert, Alpha DNA
TKA - Market Mosaic
Phil Kosmala, Taiber Kosmala
Black Creek Real Estate Solutions
Mike Bacon, Black Creek
Fixed Income Alternative - GAIG
Greg Short, Great American
Allianz - What Can Gamma Do For You?
Stephen Johnson, Allianz
Brookmont
Jeff Baker, Brookmont
Advisory World
Ed Fahlstrom, Advisory World
Clarity2Prosperity - Valor
Doug King & Bill Richardson, C2P/Valor
Show More

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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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Allianz - What Can Gamma Do For You?

Stephen Johnson, Allianz

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