Practice Management to Build Your Business
“I want to thank you and all of the Triad staff for a fantastic Fee Symposium. I learned tons of valuable information to help improve my practice… Thank you so much for everything! I appreciate all you and the Triad team do for me.”
- T. Estes CFP, Triad Advisor since 2007
Being independent does not mean being alone. We believe the most effective method for growing our business is to help you grow yours. By implementing a coordinated series of complete business development workshops, we have designed a practice management program with one goal in mind – to help you build your business.
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:
- Brokerage Services & Technology
- Advisory Services
- Asset management
- Financial planning
- Insurance planning
- Compliance
- Alternative Investments
- Estate Planning
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.
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 2009 National Conference was held this past September at the Manchester Grand Hyatt in San Diego, California.
Practice Advantage
National Financial’s corporate discount program, Practice Advantage, gives our advisors access to industry-leading products and services designed to attract new clients, improve profitability and create a more efficient practice. Through Practice Advantage, advisors can leverage Fidelity’s buying power for discounted rates on a wide range of business solutions, including technology systems, compliance programs, research providers and marketing tools.
If you would like to learn more about our practice management program, please call 800-720-4003.