Large Broker Dealers and Banks want assets under management and do “Planning” for free. Financial, accounting, and law firms are struggling through being squeezed on fees, losing their clients to software and larger more visible firms, all while facing increasing liability and regulatory complexity. Join the silverbacks, Simon and Alex, as they review just why everyone is looking for new clients and higher margins and how data mining software and collaboration are the keys to unlock opportunities in 2013. Why struggle when the answer is in front of us? The combination of data mining software; practical marketing implementation; as well as who to call and collaborate with are the keys – revisit, attract, and engage your favorite clients this year.

(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)

Presented by Simon Singer, CFP®, RFC® and Alejandro Matuk, Esq.

Click play to view a short video about ‘The Best of Time – Worst of Times’