Investacorp, a wholly owned subsidiary of Ladenburg Thalmann Financial
Services Inc. (NYSE MKT:LTS) hosted PlanForward15 National Conference
from May 31st – June 3rd 2015 in Stone Mountain,
Georgia.
Investacorp kicked off the conference on Sunday May 31st with Shark
Tank co-star and entrepreneur, Daymond John. During the session,
Patrick Farrell (CEO/President) invited three financial advisors to the
stage to discuss the ever-changing independent financial industry, and
how they have successfully navigated their practice over the years. In
addition, Adam Malamed (COO Ladenburg Thalmann Financial Services), said
a few words on the growth of Ladenburg Thalmann and the commitment of
the enterprise to grow the independent model.
Investacorp was pleased to welcome 60 exhibitors at the event, many of
whom participated and presented in educational breakout sessions. There
were several preconference sessions offered the first day of the
conference including a social media track, with details on the X, Y, and
millennial generations and how to capture this business with the help of
social media; a branding track which delved into creating a lasting
brand for a practice; and finally Investacorp’s first-ever Money Manager
showcase, profiling seven different managers and Investacorp’s advisory
programs. During both afternoons of June 1st and 2nd,
there were optional continuing education sessions offered, along with a
technology and compliance roundtable.
Esteemed speakers at the event included an economic panel hosted by Phil
Blancato (President Ladenburg Thalmann Asset Management), featuring four
strategic analysts from two REIT mortgage companies as well as
Oppenheimer and Deutsche Asset and Wealth Management. Ren Cheng, Senior
Research Advisor for Fidelity Investments presented on simplifying
systemic risk with clients. Investacorp also selected a non-profit
organization to support this year called Mikey’s Way Foundation, raising
$6500 for this important cause which helps hospitalized children pass
the time by providing technological devices and ways to maintain
communication with their peers.
Investacorp hosts an annual conference each year, along with several
other conferences, including a Retirement and Income symposium, a
Leaders Forum for the top echelon of financial advisors, and a Sales
Assistant University.
About Investacorp, Inc.
Investacorp Inc., a nationally recognized independent broker-dealer, was
established in 1978 and created to serve the unique purpose of
optimizing talent, time, and the autonomous spirit of financial
advisors. Our aim is to forge a partnership with advisors who are
representative of the finest qualities in our industry, and who
genuinely want to assist clients with competence, honesty, and
neutrality. Investacorp is a wholly owned subsidiary of Ladenburg
Thalmann Financial Services. Visit www.investacorp.com
for more information.
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