Three Superb Speakers...
...Three Essential Disciplines in Today's Market...
One Limited Attendance Special Luncheon Presentation

Give us just three hours of your time - and we'll show you how to
strengthen your client relationships and practice - and make more money.

Important Announcement!

We've changed the venue for this special luncheon presentation to Ruth's Chris Steak House - simply "The Best USDA Prime Steak" in Westchester and Parsippany. Ruth's Chris is right in the Parsippany Hilton - but in Westchester our new venue is in
the Westchester Marriot in Tarrytown.

Welcome!  My name is Frank Rinaldi,  Executive Director at
Summit Financial Resources, Inc.

This is a time of unprecedented business challenge for all financial advisors and for our clients as well.

Everyone is grappling with the economic and financial markets challenges that have brought on a sense of fear among our clients, and challenged an industry that is experiencing a series of firm consolidations where it appears there is no safe haven, even for many top producers.  On top of uncertainty, industry surveys suggest that up to 75% of financial services clients are looking to change advisors.

And so I am pleased to be your host for a new luncheon series featuring three superb speakers - all well experienced 7-figure income advisors who provide comprehensive financial planning and wealth management services to high net worth clients. Our distingished presenters will address in detail the three key disciplines financial advisors should employ to grow your business, better service clients and make more money in the current market:

Joseph Spada, one of America’s most successful financial advisors, will present an up-to-date version of his popular "How to Build a Multi-Million Dollar Financial Planning Practice" seminar. Here he addresses the real and imposing business building challenges that all financial advisors face today.

Michael Conway will explain to you in detail how to set your self apart from the herd of advisors who fail to develop a proper action plan to manage their customer communications and relationships. He also explains how you need to focus on your own unique strengths and abilities.

Sal Salvo will reveal leadership strategies for today - and present remarkable examples of leadership that have helped individuals and companies recover from some of the worst of times.

Marketing Strategies to Grow in Today’s Environment

Joseph W. Spada, CFP®

Joseph Spada is one of the most successful independent financial advisors in the country. He has 30 plus years of experience specializing in solving problems and maximizing opportunities for high net worth families. Joe is a Member of the Board of Directors and a Senior Principal of Summit Financial Resources, Inc.

Joe is a nationally recognized expert and speaker; quoted in Barron’s, Worth, Investment News, Financial Planning Magazine, Bloomberg TV and CNBC. Joe is also Co-Founder of The Family Wealth Institute, a think tank for cutting-edge estate, wealth transfer, income tax, investment, retirement, philanthropic and asset protection strategies, and co-author of the highly acclaimed book: "Family Wealth Counseling - Getting to The Heart of The Matter, A Revolution in Estate Planning for Wealthy Families".

Joe has personally trained more than 100 financial consultants.

To benefit Platinum Symposium Series attendees Joe has updated his acclaimed "How to Build a Multi-Million Dollar Financial Planning Practice" seminar to specifically address the real challenges that all financial advisors face during the current financial storm.  You do not want to miss his dynamic presentation - packed with forceful business building ideas that could energize your planning practice at a time when many others are faltering.

Customer Communications - "Raving Fans" and "Unique Abilities"

Michael Conway, CFP®, ChFC

Michael Conway is a Partner and a member of the Board of Directors of Summit Financial Resources, Inc. He has more than 27 years of experience as a financial advisor catering to the needs of wealthy individuals and families. So vital to his certain success, Michael has over time built a concierge service team of seasoned investments, wealth planning, operations, customer and prospects marketing and communications people to support him – allowing him time to leverage his own unique abilities and strengths.

Michael’s focus has always been comprehensive family wealth management, incorporating Investment Management, Estate Planning and Retirement Planning. He is co-author of the acclaimed book: Love, Money, Control: Reinventing Estate Planning. His range of clients include senior Wall Street Executives, Business Owners and high profile Sports and Entertainment figures.

Michael is a dynamic and enthusiastic presenter. What you will find most intriguing about him is his total commitment to disciplined practice management and persistent customer communications. As an example - Michael uses an online Wealth Aggregation Model™ to connect him with his clients, and keep them informed in real time from anywhere in the world.

His presentation features "Raving Fans" – client retention and attraction strategies; and insights on ways to delegate responsibilities in your practice and to build a staff so that you may focus on your own "Unique Abilities".

Leadership Strategies in Practice Management and CRM

Salvadore L. Salvo, CEBA

Sal Salvo is a co-founder, Principal and Senior Partner of Summit Financial Resources, Inc. He has more than 35 years of financial services experience, specializing in Family Wealth Counseling, Estate Planning, Financial and Retirement Planning, and Insurance Structuring.

Sal is co-founder of The Institute for Family Wealth Counseling, a “think-tank” for cutting-edge estate, wealth transfer, income tax, retirement, philanthropic & asset protection strategies. He is the co-author of the highly acclaimed book "Getting to the Heart of the Matter, A Revolution in Estate Planning for Wealthy Families". He has had guest appearances on CNBC's "Market Watch", CNN's "Take It Personally", and had his own radio show called "The Road To Significance." Sal conducts seminars on topics including, "Zero Estate Tax Planning" and "Family Wealth Preservation in the New Millennium".

Sal is personable, an excellent mentor, a leader in the business and philanthropic community, and is often called upon for consultations. He has served as President of the Executive Association of New Jersey.

Appropriately, his presentation at our luncheon series focuses on Leadership.  What are the true leadership qualities needed in 2010 related to running, retaining and growing your business in this crisis environment? By example, Sal references Rudy Giuliani’s leadership after 9/11 and Jim Burke’s leadership that allowed Johnson & Johnson to recover quickly and painlessly from possibly the greatest crisis ever to hit the pharmaceutical industry.

Using real-world examples our 3 presenters will explain in detail what you must do in the areas of practice management and CRM with specific examples of the steps and client interactions you must implement as a trusted financial advisor to raise the confidence level of your clients. They’ll also show you how practice diversification is a critical strategy to increase your income and retain clients.  They will present very specific marketing and leadership approaches that will grow your customer loyalty, base, and referrals.

Marketing Strategies to Grow in Today’s Environment  –  Joseph Spada, CFP®

• Focus Marketing and Prospecting Techniques and Diligence
• The Value of Continual Personal and Professional Development
• Why and How to Charge Financial Planning Fees per Case
• Why your Best Investment is STILL in Your Business
• The How and Benefits of Multiple Sources of Revenue

"Raving Fans" and "Unique Abilities"  –  Michael Conway, CFP®, ChFC

• Love Affair Marketing
• Client Retention Strategies
• Client Attraction Strategies
• Delegation and Staff Building
• Practice Management Planning and Disciplines

Leadership Strategies in Practice Management and CRM  –  Sal Salvo, CEBA

• What to do in Tough Financial Times
• Leadership Qualities Needed in Running and Growing Your Business
• The Leadership Examples of J&J CEO Jim Burke and Rudy Giuliani
• Actions and Visibility – “Double-up” on Communication
• Examples of Client Interaction to Raise Confidence and Trust