Marie Swift, Margot Dorn and Ed Jacobson, Contributors

Sounds like a good event. Please share the best “Rapid Fire” marketing ideas!

Mike Byrnes, President, Byrnes Consulting, LLC, www.byrnesconsulting.com

Great suggestion Mike. However the Garrett Retreat and the information shared during the Rapid Fire session facilitated by Marie Swift are for members and invited guests only. It was, as always, a wonderful session. Ideas exchanged ranged from a simple, yet brilliant automatic follow up system to annual client reviews in Italy. Continue reading Marie Swifts’ work on her blogs and articles for more on these types of ideas. I’m sure she’ll write about some of the best ideas from our conference as well as from the many other conferences and practitioners with which she works. Thanks, Sheryl

Eavesdropping on the Garrett retreat: A white-knuckle drive; why independents aren't winning assets as fast as they should be; and six steps to building client trust

Network founder Sheryl Garrett hosted this special anniversary retreat in her hometown, knowing that some fall-off might occur due to the lack of a major airport. One person who made the trip: psychologist Ed Jacobson. 

Impact Communications

Garrett Financial Planning Network

Dorn Financial

Marie Swift

Margot Dorn

Ed Jacobson

Michael Knight

Rick Ferris

This section contains news and coverage about the dozens of conferences held in the advisory industry every year. Those conferences range from annual events put on by the big custodians to small hands-on workshops hosted by law firms, consultants and tech companies, among others. RIABiz can't cover all the conferences, but this page includes our stories about those we have written about.

We hope that getting a flavor of the different gatherings helps you decide which are worthwhile attending and &mdash; if you're in the conference business yourself &mdash; what clicks with attendees and what doesn't. Have a suggestion for a conference we should cover? Email me, Brooke Southall at <a href="mailto:brooke@riabiz.com">brooke@riabiz.com</a>.

Conferences

The RIA business is many good things but integrated from a gender standpoint is not one of them. This is not so great. Women are the majority of humanity and they have an asset-building strategy that can't be beat. Women outlive their beer-and-steak mates and end up with big estates. But today's women have too another strategy -- pursuing wealth in the workplace. Yet when they go to find fellow women to talk all this through with, they don't readily find them. 

Companies big and small have for decades fallen over themselves to say that they have women's initiatives but I can't think of one that has amounted to much. But there are stories-- dozens or hundreds -- of them about women exerting their influence on this business and we are starting to collect them. It's a starting place -- documenting the ground being covered by women in the form of engaging tales graphically depicted by the physiognomy of the fairer sex.

Women of Wealth Management

In the Ozarks, a small and informal conference draws big names

Eavesdropping on the Garrett retreat: A white-knuckle drive; why independents aren't winning assets as fast as they should be; and six steps to building client trust

Mike Byrnes

Sheryl Garrett

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Eavesdropping on the Garrett retreat: A white-knuckle drive; why independents aren't winning assets as fast as they should be; and six steps to building client trust

Mike Byrnes

Sheryl Garrett

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