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
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Elements Updates and Training
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Manager Exchange updates
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Marketing training and updates
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Advisor Spotlight
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Community/Relationship Building
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Collaboration Training
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2018 Year in Review
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What's To Come in 2019
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Open Discussion for Advisor Feedback
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Fun (of course)
If you attended this event, let us know what you thought!
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.
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 CMCompliance Update
Jon Cravens, FusionAlpha DNA
Wayne Ferbert, Alpha DNATKA - Market Mosaic
Phil Kosmala, Taiber KosmalaBlack Creek Real Estate Solutions
Mike Bacon, Black CreekFixed Income Alternative - GAIG
Greg Short, Great AmericanAllianz - What Can Gamma Do For You?
Stephen Johnson, AllianzBrookmont
Jeff Baker, BrookmontAdvisory World
Ed Fahlstrom, Advisory WorldClarity2Prosperity - Valor
Doug King & Bill Richardson, C2P/ValorShow More