Secrets of a Successful IB: Panel Discussion

Be part of the interactive discussion and learn how industry leaders use these products to build successful businesses including:

• How to choose the right products for your clients
• How to run a successful IB and/or CTA
• Which marketing techniques work best

Speakers:
John Jensen, Heritage West Financial
Bill Purpura, Great Lakes Trading
John Vassallo, Coquest, Inc.
Moderator: Rich Strait, Strait LLC

With over 69 years of combined experience in the futures and options business, these three industry leaders have a lot to share. They will share how adding managed accounts and forex products as well as targeted marketing programs, increased revenues for their IBs and CTAs. This panel is an open forum discussion and you are encouraged to ask questions to be answered by both panelists as well as your peers.

Financial Marketing Demystified: Strategies that actually work!

Phil Bellini, Co-Founder Traders Media / Dean Media Group

The online marketing world has been flipped on its head. Strategies that worked in years past might very well be useless today. Phil Bellini, Co-Founder of Traders Media - division of Dean Media Group, will bring you up to speed and help point you to a better return on your marketing investment including advertising and lead generation.

Lead Nurturing: Convert More Leads into Clients

Candyce Edelen, CEO and Founder PropelGrowth

Research has found that 84% of qualified leads slip through the cracks. Candyce will show you how to seal the gaps to drive more revenue.

• Attract new leads online
• Cultivate relationships and trust
• Convert more leads into clients
• Improve client retention

You will leave the session with actions you can take to immediately transform your lead generation and lead nurturing programs to drive more revenue to your firm.

> Free Download “The ROI of Lead Nurturing”

Cocktail reception and networking to follow

Limited Capacity: Register now to reserve admission!