CRAM Sessions

CRAM or Cultivating Relationships Among Managers Sessions are designed to focus on specific topics of concern to the NAAIM membership, such as marketing, compliance challenges, or trading tactics, in a more intensive format than is available at the annual conferences.

Upcoming CRAM Session - Business Building through Marketing

Sponsored by

February 19-20, 2008

Golden Nugget Hotel
129 E. Freemont St.
Las Vegas, NV 89101

Cost:  $150 Per Attendee
Download a Registration Form

It’s no secret … Advisers can have a difficult time wrapping their thoughts around the task of marketing their firms…They can talk for hours about sector rotation, management methodology, and how the market has been moving, but ask them how they market their own services and over 80% of NAAIM members will seem puzzled while offering that the majority of their clients come from referrals.

The “Business Building through Marketing” CRAM Session will provide you with valuable information and ideas for developing a strategic marketing plan that incorporates Email marketing, client relationship management, newsletter marketing and compliance and marketing. And, it will help you to make sound choices about allocating resources for marketing, as well as provide you with ideas on how to effectively execute a plan. 

Business Building through Marketing
AGENDA

Tuesday, February 19, 2008

Wednesday, February 20

EMPOWERED MARKETING: Five Steps to Kick Start Your Marketing Plan
In this working session, presented by Miyeko Keen, Director of Marketing Operations for Rydex Investments, you'll learn the marketing best practices of top advisors and master a simple five-step process that will help you draft and implement a successful marketing plan. Miyeko Keen has spent more than 20 years directing various marketing initiatives for brokerage and asset management firms in San Francisco, Dallas, Boston and the Washington, D.C. area.  Prior to joining Rydex, Miyeko served as vice president of eCommerce for State Street Research and previously as vice president of marketing communications for Principal Financial Securities.

Make Your Point and Make it Stick
Steve Williams of Communicate to Connect, will teach attendees a simple yet highly effective method for forming messages that are clear, focused and relevant. It’s called the SpeechMatrix™ System and it revolutionizes the way most people prepare speeches, presentations and written communications.  Sponsored by Direxion Funds, Steve is the creative director of Communicate to Connect, a full-service provider of communications, life planning and business development coaching and training for the financial industry.

Compliant Marketing Ideas
Richard P. Carney, has been the legal specialist and manager of Quarles & Brady’s broker-dealer and investment adviser services since 1985.  His duties have focused on broker-dealer and investment adviser formation, licensing and compliance.  He has helped to form corporation and limited liability companies and has licensed firms as broker-dealers and investment advisers with the SEC and NASD, in all 50 states.  Richard provides his clients with day-to-day business operation and compliance advice with respect to federal, state and self-regulatory agency statues and rules and prepares agreements, forms and procedures for broker-dealers and investment advisers designed to comply with client business plans and federal and state laws. 

The Power of Email Relationships:  How to build deeper business relationships through email marketing
Ron Cates, Constant Contact, notes that Email is one of the best retention and referral tools available to relationship sales professionals.  However, Spam is causing consumers to demand that commercial Emailers use more professional standards.  Ron’s presentation will teach you how to find and keep quality subscribers with permission, get more Email opened and read, and get readers to take action.  You can track Email responses to build deeper relationships with clients and customers, while staying compliant with regulations and consumer preferences.  An award-winning business leader, Ron has developed a broad range of solutions for marketing professionals, small businesses, and nonprofit organizations; helping to strengthen their customer and donor relationships through Email marketing.
 
Search Engine Optimization: how to create more visibility on the world wide web
Mark McFall, Vital ESO Marketing, is responsible for getting Anchor Capital to frequent #1 and #2 listings on Google, Yahoo and MSN searches.  He will be sharing proven tips and techniques to make your practice more visible to the world through efficient use of search engines and believes that top 10 organic web-placement is vital to a successful marketing strategy in today's world.

Mark is a Search Engine Optimization Consultant/Advisor, with over 7 years experience in a 10 year old industry. He has mastered the art and science of positioning websites highly in the organic search engine result pages. Mark has also aided in resolving technical website issues related to web-crawling for the formal wear company Selix Tuxedos and floral giant FTD Incorporated. He currently works with a number of website owners from various competitive business sectors including Floral, Real Estate, Research, and Investment Firms. Mark believes that top 10 organic web-placement is vital to a successful marketing strategy in today's world.

Financial Services Marketing: Your Message in the Marketplace
Gerry Wisz, GW Communications, will offer you concrete information on how to build your proposition and why it matters. He will also cover systemized marketing programs; “push-pull” marketing programs; leverage selling; and how to integrate, evaluate and re-designate your program through measuring your marketing program’s value and limitations.  Additionally, he will give tips on how to cultivating relationships with the local and national media and how to “stand apart from the pack”. 

Gerry has 25 years of experience in financial journalism, corporate communications, public and media relations, and marketing consulting. For the past eight years Gerry has managed GW Communications, a public relations and marketing consulting agency headquartered just outside of NYC which is known for its results-oriented, quality public and media relations services.  GW Communications has had as clients or led significant project work for companies such as Deloitte & Touche, Ernst & Young, Arthur Andersen (pre-Enron), Morgan Stanley, The Bank of New York, and Intel. Wisz’s media savvy, counsel, and placement skills have also been sought after by many smaller companies desiring to build a trajectory for venture funding or sale of the company to larger institutions.                 

Don’t miss out on this opportunity to learn how to boost your marketing efforts and build your business.  The CRAM Session is limited to 50 attendees.  Complete the attached registration form and make your reservations today to join us Tuesday, February 19 and Wednesday, February 20 at the Golden Nugget Hotel in Las Vegas.

NAAIM has negotiated a group room rate of $79.00 single plus applicable taxes for the CRAM Session.  The deadline to register to receive the NAAIM Group rate is January 25, 2008.  To make hotel reservations contact:  the Golden Nugget Hotel at 800-634-3454 and mention NAAIM. 

Spend a few more days in Las Vegas to learn…

The NAAIM Marketing CRAM Session will precede a workshop presented by Howard Bandy (who has also confirmed to speak at Uncommon Knowledge in May) and the AmiBroker Conference February 21-24 at the Golden Nugget Hotel!  (The same venue as the Marketing CRAM).

Highlights of the AmiBroker Conference will include Tomasz Janeczko offering practical hints on the trading system design, as well as Bruce Robinson speaking about the Wisdom of the Signal Crowd.  Dave Serbin, Wijopa Investments and new NAAIM member, will show how to develop trading signals using Trade and other FastTrack-oriented tools and veteran NAAIM member, Bill Barack, Barack Capital Management will show attendees how to convert Dave’s work into AmiBroker AFL files.

In addition to the above presentations, there will be a panel on the pros and cons of ETFs including Susan Jeffrey, Susan Jeffrey Associates, New York.  Howard Bandy’s workshop will be on trading system design, testing and validation.

If 15 NAAIM members register to attend the AmiBroker Conference, all 15 will receive a 10% discount from the cost of the AmiBroker conference only.  (This does not include conference speakers). 

For more information about the agenda, the speakers and their presentations, go to http://www.ftmonitor.com  and click on the link to the Las Vegas Conference.