The CFDD’s October 6-8, 2010 Advisor Conference, NEW AGE MARKETING: What Worked In The Past Is No Longer Effective, is an all business event designed to help retirement plan specialists adapt to an evolving decision making process, increase activity and grow their business. In addition to pertinent topics, high value takeaways and unbiased guidance, the conference will provide sales, marketing & growth strategies consistent with the changing dynamics. We will also analyze the impact of regulatory reform on ERISA plans, dual registration, the march towards Socialism and the various fiduciary roles assumed by advisors. Populated by highly skilled advisors, multiple back-to-back sessions will compare all the major investment reporting solutions and professional designations.

Conference Overview

The two and one-half day content rich program was designed by the CFDD’s advisor network. The bottom-up agenda consists of over fifty different breakout sessions. More than 100 recognized experts will participate, including the industry’s most accomplished retirement plan advisors. The predictive agenda is fresh, populated by a “Who’s Who in The Industry” and includes new faces, topics and events.

The advisor-centric event will raise the educational bar as well as provide valuable takeaways that can be applied quickly and have a measurable impact. To maintain focus, avoid overlap, ensure timely content and preclude commercials, the CFDD is active in content management.

Adapting To Change & Consolidation

Specialization, skills, resources, efficiency, scale and liability management are the cost of entry. The financial services industry is mature and subject to reduced margins, increased liability and legislative threats. Branding takes time and given that traditional marketing is no longer effective, specialists must develop new age strategies to remain competitive..

The CFDD remains the only organization to address controversial subjects and challenge accepted business practices. In a no growth world, consolidation is the ONLY path to growth. Consistent with our sole purpose of helping expert retirement plan advisors participate in the consolidation of advisory services, the CFDD's 2010 Advisor Conference and the EAE Program will illuminate the path to growth.

Added Value

The CFDD’s advisor-centric conference has always been distinguished by content, advisor attendance, value, CE credits and peer networking. In addition to a strong agenda, attendees benefit from a major Kick-Off Party, a grand prize, attire awards and other prizes. Advisors also benefit from complimentary food & beverage as well as numerous vendor invitations.

While advisors work hard all year, the conference’s educational content requires attendees to remain focused. To bridge the gap and create a relaxed networking atmosphere, the Tuesday evening Kick-Off Party will feature a 50’s theme with music, cocktails, dancing, professional entertainers, hula hoop, twist and Fonz look-a-like contests.

The contest winners and those donning the most authentic 50’s attire will be awarded valuable prizes during the party. The Grand Prize Trip To Graceland will be awarded at the concluding event. ALL registered attendees are eligible for the grand prize trip and all other prizes.

Registration

Known as the King of Content, the CFDD’s advisor base is constantly expanding and our conferences sell out early. More accomplished retirement plan advisors attend our conference than any other industry event by a wide margin. To benefit from early registration discounts, secure areas of our website, a conference CD-ROM, our discounted insurance program, onsite video production and unmatched CE Credits, go to the online registration link below.

Agenda Information

  • Conference Agenda
  • Topic Descriptions
  • Speaker Bios
  • Women In Pensions Networking
  • Conference Presentations ( Registrants Only )
  • Attendance List ( Registrants Only )

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