Triad University
We believe the best financial advisor is an educated one. Throughout the year, in an effort to provide our advisors with high-level educational experiences, we offer advanced workshops designed to provide in-depth education on a variety of timely topics. These workshops focus on several important areas and are designed to introduce new strategies and concepts that will allow our advisors to build their business more efficiently. This year, we will be holding workshops on the following topics:
- Advisory Services
- Alternative Investments
- Asset Management
- Brokerage Services
- Compliance
- Estate Planning
- Financial Planning
- Insurance Planning
- Technology
Most importantly, our meetings offer a unique opportunity to share and exchange valuable intellectual capital with other successful advisors and earn continuing education (CE) credits.
Alternative Investments Conference
Each year, Triad Advisors hosts our annual Alternative Investments Conference which focuses on non correlated assets and the impact they have on clients portfolios. Meeting sessions cover topics on the current real estate market and views for the future, favorable tax strategies, the state of the 1031 market and successful workout plans. Advisor panel discussions provide the group with insight on how to add value and succeed in the current market environment, including the need for detailed ongoing due diligence and full disclosure of product specifics to their investors. This event also touches on best practices across the industry with an introduction of new products, services and tools available from Triad Advisors. Our 2012 Alternative Investments Conference will be held in March at the Encore Las Vegas in Las Vegas, NV.
Fee Symposium
As part of the Triad University, the Advisory Services team hosts an annual Fee Symposium. Along with strategic partners, advisors and home office consultants gather to exchange ideas specifically related to the development of fee-based business. Attendees with established advisory businesses share best practices, identify trends and opportunities, and acquaint themselves with account structures, regulatory updates, products and services. Industry experts share market insight and offer valuable tools to help run a growing, efficient fee-based practice. Our 2012 Fee Symposium will be held in May at the Hutton Hotel in Nashville, TN.
National Conference
Each fall at our National Conference, our advisors have an opportunity to engage in a comprehensive three-day meeting that combines valuable practice management sessions with relaxing leisure activities. Our National Conference provides a forum for top keynote speakers, technology updates, business development sessions and interaction with other top advisors. Our 2012 National Conference will be held in September at the Hard Rock Hotel in San Diego, CA.