NAAIM Marketing CRAM Session

Top 9 Strategies to Double Your Business in 2010

Houston Airport Marriott at George Bush Intercontinental
18700 John F. Kennedy Blvd.

Houston, TX 77032

1-281-443-2310

Click here to download a PDF

CLICK HERE to REGISTER ON LINE

 

Wednesday, February 24

12:00 PM Lunch

Welcome, attendee and sponsor introductions - Ian Naismith and Paul Schatz

1:00 Empowered Marketing: Five Steps to Kick-Start your Marketing Plan - Dawn Kahler, Rydex/SGI and Mary Collins, Spectrum Financial Inc.

2:15 Marketing to the Media - Paul Schatz, Heritage Capital LLC

2:45 Seminar Marketing - Jim Applegate, Applegate Investment Management, LLC and Mike Jones, Argent Advisors, Inc.

3:15 Break

3:45 Referral Marketing - Renee Toth, Flexible Plan Investments, Ltd.

4:15 Traditional Newsletter Marketing - Linda Ferentchak, FCAI and Ian Naismith, Sarasota Capital Strategies

4:45 Email Newsletters - Will Hepburn, Hepburn Capital Management LLC and Mike Posey, Halbert Wealth Management, Inc.

5:15 23 Greatest Marketing Blunders that RIAs Make and How to Avoid Them - Attendee Participation

Thursday, February 25

7:30 Buffet Breakfast

8:30 A Google Insider's Secrets: How to Do On-line Marketing on a Budget - Martin Omander, Google

9:30 Social Media Marketing/Networking - Sara Nelson, Trust Company of America

10:30 Break

11:00 Let Your Website Market For You - Linda Ferentchak, FCAI and John McClure, ProfitScore Capital Management, Inc.

11:30 Using MoMs to Help Grow Your Assets - Jason Wilder, CMG Capital Management Group, Inc.

12:00 Attacking the BD Market - Jerry Wagner, Flexible Plan Investments, Ltd and Jason Wilder, CMG Capital Management Group, Inc.

12:30 Using the ROTH Exemption to your Advantage - Steve Athanassie, Trademark Capital

12:45 Lunch and Round Table Discussions - An open forum for attendees to discuss marketing, public relations and other issues of interest

Please note: the agenda committee may change topics and presenters prior to the meeting.

 

NAAIM Marketing CRAM Session is Sponsored by Rydex/SGI and Trust Company of America

NAAIM has negotiated a group rate of $99.00 per night single/double at the Houston Airport Marriott at George Bush Intercontinental.  Call the hotel directly at 1-800-228-9290 and mention NAAIM to receive the group rate. The Group room rate ends Tuesday, February 2.