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

  • Manager Exchange updates

  • Marketing training and updates

  • Advisor Spotlight

  • Community/Relationship Building

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  • 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

 
 
 

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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All investment strategies have the potential for profit or loss. Changes in investment strategies, economic conditions, contributions or withdrawals may significantly alter a portfolio’s performance. There is no guarantee that any specific investment or strategy will be suitable or profitable for a particular client. Past performance is no guarantee of future success. We cannot guarantee that a portfolio will match or outperform any particular benchmark. None of the content should be viewed as an offer to buy or sell, or as a solicitation of an offer to buy or sell the securities discussed.

This website is a publication of Fusion Capital Management, LLC (Fusion). Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author as of the date of publication and are subject to change.​
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Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented. Hyperlinks are provided as a convenience, and we disclaim any responsibility for information, services, or products found on websites linked hereto.

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Advisory World

Ed Fahlstrom, Advisory World

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