Special, Pre-Conference Workshop - Perfecting Managed Account Sales and Operations – A Look Inside The Industry's Best Managed Firms

Workshop Leaders:
Frank Campanale, formerly of Smith Barney Consulting Group
Daniel Seivert, 3C Financial Partners
Joseph Walker, UNAPEN
Steven Semple, JP Morgan Fleming Asset Management

As the managed account industry matures, the best and brightest firms have not only grown, they've grown profitably. We have assembled a dream team of speakers to share with you the formulas for success in four key areas: sales, marketing, operations and technology.

These industry experts will not only present case studies that illustrate standards of excellence and common mistakes in each of these areas, but they will also provide the best practices in the interaction of these four functional disciplines. They will review both legacy and contemporary sales and marketing practices as well as the operations and technology foundations that support these practices.

This in-depth discussion will focus on the keys to profitable growth for businesses at all stages of the life cycle, with tips, tactics and strategies that are actionable and battle-tested in the market place.

Attendees will walk away from this hard hitting workshop knowing how to better align their operations and technology infrastructure with sales and marketing. Additional topics include:

Distribution channel differences – unique costs and appropriate solutions
Measuring the cost effectiveness of sales and marketing techniques
Managing all of your "clients" not just a client portfolio
Achieving differentiation through servicing models
Identifying key players and their trends
What closed versus open architectures mean in practice
Factors that influence efficiency and ultimately margin
Measuring activity and performance and linking the two
Useful metrics to monitor and demonstrate success
Practical uses of automation / technology investment

To register call 800-280-8440 or visit www.frallc.com.

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