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OneVoice 2010Audio archives from the opening general session and educational sessions at OneVoice 2010. Browse the list of MP3 files below to listen or download them individually, or click here to subscribe and automatically receive notice of new files as they are added. You can also click here to return to the home page. Marketing Track - State of the Annuity BusinessPresented by Cathy Weatherford, President & CEO, Insured Retirement Institute Given the market declines of the last two years, what was the impact on variable annuities and their riders? What does the future hold, and how should advisors be marketing these products? And, looking ahead to 2011 when equity indexed annuities may be treated as securities, what do firms need to be concerned about when looking at their product lists? Cathy Weatherford, president and CEO of the Insured Retirement Institute (formerly NAVA), will present and examine the changing regulatory climate for annuities. To download the MP3 file to your computer, right-click here and select "Save Target As" Marketing Track - Recruiting Best PracticesPresented by Chris Flint, VP, Head of Advisor & Acquisition Strategy, Lincoln Financial Network and Mary Sieck, President, Financial Services Group, Management Advisors International As the financial services industry undergoes the most significant reform it's experienced in the last 75 years, it's clear no facet of our business will go untouched. This change will create great opportunities and challenges. While the recruiting initiatives of many organizations will benefit from the tailwinds of financial services reform and the impending industry consolidation, the growth opportunity will be met with some headwinds. The rapid change will effect how broker-dealers position themselves in the marketplace, as well as how they attract, onboard, and retain the industry's best talent. This session will explore industry trends, highlights opportunities to differentiate your company, and provides practical concepts and tools you can employ immediately to drive sustainable growth. To download the MP3 file to your computer, right-click here and select "Save Target As" Marketing Track - Lifeline: Helping Your Advisors Build a BusinessPresented by David Patchen, Regional Director, Raymond James Financial Services and Mark Schoenbeck, CFP®, Chief Marketing Officer & Director of Practice Management, Genworth Financial Wealth Management A practice management offering can be the ultimate relationship builder for broker-dealers and their advisors. Developing a program presents a number of challenges but potentially can enhance recruiting results, drive financial advisor success, aid advisor retention, and even improve partner firm relationships. To download the MP3 file to your computer, right-click here and select "Save Target As" IAS Track - The Evolution of Performance Reporting Using GIPSPresented by Kim LaBarbiera-Paschall, Assistant Vice President, RIA Compliance, Ameritas Investment and Kimberly Cash, CAP, CIPM, Ashland Partners & Company, LLP Compliance-recruiting competition has become increasingly challenging, and 2010 will not likely be much different. Learn how to differentiate your firm by offering a system that can support performance reporting and GIPS® standards to your IARS and potential recruits. This session will offer firms an invaluable look into key requirements to stay ahead of the changes and challenges of offering performance reporting support to your representatives and will discuss best practices on applying GIPS as well as a review of the crucial issues and latest evolution in performance measurement. To download the MP3 file to your computer, right-click here and select "Save Target As" |