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MarketCounsel, CFDD, T3 and Schwab vie for advisors to attend their fall conferences

As competition for RIA time and money grows, many events are catering to more defined niches

Author Lisa Shidler September 26, 2011 at 4:03 AM
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Brian Hamburger, founder of MarketCounsel's Member Summit 2011, expects 200 advisors with between $100 million and $1 billion in assets

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Mentioned in this article:

MarketCounsel | Hamburger Law Firm
Consulting Firm, Compliance Expert, Legal Services for RIAs
Top Executive: Brian Hamburger

TD Ameritrade
Asset Custodian
Top Executive: Tom Nally

Financial Planning Association
Top Executive: Lauren S. Schadle, CAE, Executive Director and CEO

Hamburger Law Firm
Specialized Breakaway Service, Mergers and Acquisition Firm, Legal Services for RIAs
Top Executive: Brian Hamburger

Pershing Advisor Solutions
Asset Custodian
Top Executive: Mark Tibergien

Diamond Consultants
Top Executive: Mindy Diamond

Blane Warrene

Blane Warrene

September 26, 2011 — 7:33 PM

We could not agree more on the sentiment of live events versus virtual. We have found that connecting in person remains a powerful way to build relationships. Virtual events, such as webinars, are an excellent additional to the approach of working with peers, customers, partners and prospects – but not a replacement for the face to face meeting.

We are participating in several of the events mentioned – and often it is one of the only opportunities to meet in a targeted way with folks in a particular discipline on a large scale (compliance, practice management, technology). Well worth the investment.

Bill Winterberg

Bill Winterberg

September 26, 2011 — 8:48 PM

RIA conferences are only inconvenient if one attends and gets low returns in terms of new ideas, connections, and business opportunities.

As a speaker for many RIA events, I work hard to embed high value and practical takeaways in each of my presentations. I hope attendees appreciate learning something new about how to apply technology to their businesses and conference organizers benefit from positive feedback and increased attendance at future events because of the quality content provided.

Roxytha SamDim

Roxytha SamDim

April 15, 2016 — 11:16 AM

Hey ! I am thankful for the information . Does anyone know if my assistant might locate a fillable a form copy to complete ?

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