Planning Network’s annual retreat was held in Denver two weeks ago; with a record 132 members in attendance, they shared their ideas for what’s working in their businesses.
According to Marie Swift, reporting for OnWallStreet, highlight was keynote speaker, Allan Roth, an hourly-only Wealth Management Planner from Colorado Springs who writes “The Irrational Investor” column for MoneyWatch and who dubs himself as “the dull investor.”
Attendee response was very positive and Swift captures the highlights in “Market Ideas-Rapid Fire.”
Financial Advisors looking for good marketing ideas can find it here, and it’s a good read: