Mid-Winter Conference 2010

On Tuesday, February 9th,
featuring Keynote Speaker
Mitch Anthony
“Practice Strategies Using Financial Life Planning”

Mitch Anthony is recognized as a leading expert in the field of building client relationships. His relational skills programs are currently being used to train     advisors in scores of financial services companies.  He is president of Advisor Insights and The Financial Life Planning Institute, which are training companies serving advisors and financial services corporations.  Mitch has been named one of the financial service industry’s top “Movers & Shakers” by Financial     Planning magazine.  His work has been featured in ABC Evening News, CNN, Wall Street Journal, Bloomberg, CBS Marketwatch, Kiplingers Magazine.  Mitch’s radio feature, The Daily Dose, is heard daily on 150 radio stations nationwide. 
Click here for full Bio.

On Wednesday, February 10th,
featuring Keynote Speaker
Bill Bachrach
“The Trusted Advisor - 5 Ways to Grow Your Business,
Establish Trust and Thrive in Any Economy”

Bill Bachrach is one of the most recognized "names" in the Financial Services industry and was named "one of the four most influential people in the Financial     Services industry" by Financial Planning Magazine.  As the "father" of the Values-Based Financial Planning™ philosophy and the Trusted Advisor concept, Bill’s work has had a profound impact on how Financial Professionals conduct business.  On a personal note, Bill Bachrach successfully completed the Hawaii Ironman Triathlon in 1998. He uses this and other unique life experiences to captivate the audiences at his speaking engagements.  Click here for full Bio.