For Immediate Release
MarketCounsel Announces Dates for 2010 Member Summit
Roster of Speakers a Who’s Who of Industry Experts
Englewood, N.J. – September 2, 2010 – MarketCounsel, a leading provider of comprehensive business and regulatory consulting services to independent registered investments advisors, has announced the dates for its 2010 Member Summit, a three-day conference focused on helping RIAs gain knowledge, insight and networking opportunities. This year’s conference will take place Nov. 17–19 at the Red Rock Resort in Las Vegas.
“The Member Summit provides an intimate setting for entrepreneurial, independent advisors to gain critical knowledge, share perspectives and network with others,” said Brian Hamburger, Founder and Managing Director of MarketCounsel. “Different from larger conferences, the Member Summit is an intimate gathering that our advisors can have meaningful dialogue with all of the attendees; peers, services providers and industry experts. Our goal is to allow them to return to the office energized with actionable insights and takeaways”.
MarketCounsel has announced a truly stellar line-up of speakers for the event already. Industry leaders such as Mike Durbin, President of Fidelity Institutional Wealth Services; Bill Crager, President of Envestnet; and Scott Welch, Co-founder and Senior Managing Director of Fortigent, will be featured. A full roster including David DeVoe, Managing Director of Strategic Business Development for Charles Schwab Advisor Services; David Tittsworth, Executive Director of Investment Adviser Association; Stacey Haefele, President and CEO of HNW; Marilyn Mohrman-Gillis of the Certified Financial Planner Board of Standards; Paul Lally, President of Gladstone Associates, LLC; Bob Clark, Editor at Large of Investment Advisor Magazine; Marion Asnes, Editor-in-Chief of Financial Planning Magazine; Brooke Southall, Founder of RIA Biz; and John Furey, Principal and Founder of Advisor Growth Strategies. Of course, MarketCounsel’s Brian Hamburger and senior staff will also speak at the event.
This year’s Member Summit has been designed to provide expanded offerings for business owners and visionaries by adding a separate executive track. Executive Track presentations will focus on managing the overall direction of an advisor’s business, while the Compliance Track will focus on managing with the day-to-day activities of a firm. State of the industry, keynote sessions and networking opportunities will be presented throughout the three-day conference.
Member Summit attendees are eligible for continuing education credits, including Certified Financial Planner (CFP®), Accredited Investment Fiduciary (AIF®) and Accredited Investment Fiduciary Analyst (AIFA®) designations.
“This year’s program is far and away our best yet, both in terms of content and location. And the registration reflects that. Our early registrations have already exceeded the final registration numbers of prior years.” said Mr. Hamburger.
In addition to the general conference, a Pre-Conference Practice Management Workshop has been added to the agenda. “The workshop will consist of four intense, half-hour sessions with experts in the field of public relations, social and digital media, branding and operational efficiency to share insights on best practices and recent trends.” explained Frank Pizzichillo, Director of Business Development, for MarketCounsel.
New this year is a fundraising bowl-a-thon at the Red Rock Lanes, the largest luxury bowling establishment in Las Vegas. Proceeds from the Nov. 17 event will benefit the MarketCounsel Foundation, which provides financial and hands-on support to promote an understanding of the principles of market‐based economics, personal financial independence, and entrepreneurship, particularly among young people and those with limited resources and opportunities, as well as charitable efforts that are of significance to clients of MarketCounsel and the Hamburger Law Firm.
More information about the 2010 Member Summit, including attendance information, sponsorship opportunities and more details on confirmed speakers and the agenda, is available at www.mcsummit.com.
MarketCounsel is the leading business and regulatory compliance consulting firm to the country’s preeminent entrepreneurial investment advisors. Its comprehensive service offering delivers sound, yet business-savvy, regulatory compliance solutions. The firm pairs best-of-class compliance professionals with state-of-the-art technology to meet, anticipate, and exceed the exacting needs of its clients. From the startup of an investment advisor through its RIA Incubator program to the outsourced compliance department capabilities of the RIA Institute, MarketCounsel’s service platform consistently delivers on the promise of extraordinary service and trusted counsel.