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AITCO 2007 Executive Retreat Learn about what you missed!
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Featured Speakers and Topics
Efficient Market Investment Principles Scott A. Bosworth, Dimensional Fund Advisors
Expanding Client Rleationships with 13 Wealth Management Issues Daniel Smith, Cannon Financial Institute
Wealth Management Platform Bill Smith, Trust Company of the South
Larry Preston, Tri-Star Trust Co.
Legal-Regulatory Update Eugene F. Maloney, Federated Investors
Client Surveys—Do They Work?
Greg Osko, Trust Company of Illinois
Daryl Craft, Gtrust
How To Become a Rainmaker
Matt Oechsli, Oechsli Institute
What to Expect From Your Board
Tom Blank, Shumaker, Loop & Kendrick
Jim D'Amico, Genesee Valley Trust Co. |
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