At Mid Atlantic, we’re here to help provide you with the infrastructure and tools you need to run your business more effectively and make your job as an independent advisor easier. In doing that, your feedback is very important to us as we strive to implement as many of your suggestions as possible. It’s all part of our commitment to providing you with a concierge level of service!
We frequently receive suggestions to create a forum or network where Mid Atlantic reps can interact, exchange ideas, and share success stories with one another. So in response, Mid Atlantic is pleased to announce that we will soon be launching quarterly webinar conferences where reps can participate in, and even host, roundtable-style discussions with fellow Mid Atlantic registered representatives! We believe this is a terrific opportunity for you to collaborate with other reps to discuss key aspects of your practice, including:
• Practice Management
• Business Development
• Succession Planning
Our goal is to have these webinar roundtables be presented by reps for reps. Mid Atlantic will simply provide the forum to facilitate these discussions. If you have ideas for topics you’d specifically like to see featured, or are interested in being a presenter or host, please contact Paul Edwards (firstname.lastname@example.org). Paul will be sending updates regarding webinar dates and times once the remaining details are finalized.
Our 2013 National Conference was held May 19-21 at the fabulous Tamaya Resort in New Mexico. Keynote speakers were renowned investment strategist Bruce Johnstone and motivational speaker Andy Hill. They informed, inspired, and entertained! We thank our 250+ attendees, presenters and sponsors for making it an educational and enjoyable experience for all.