2012 Event Sponsors

Plantinum Sponsors

Event Sponsors

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Tuesday, June 12, 2012

3:40 p.m. - 4:10 p.m.


Margaret Dunlap, Vice President, Institutional Sales, TD AMERITRADE INSTITUTIONAL

Every firm needs to have a clear understanding of their identity, their ideal client profile and they must have a unique value proposition. Together, these attributes make up a firm’s service model. Whether a firm is a money manager, wealth manager, investment advisor or family office, being disciplined about its service model can be a key contributor to success. This session will review the key components of a disciplined service model and why having a focused strategy will keep your firm on course.

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