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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
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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
Survey
Useful Links
Overview
Sponsors
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
Keynote
Presentation Decks
Presentations
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
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