Teleconferences and Webinars

These periodic events are designed to focus on single subject issues and generally bring an expert in the subject to share ideas with the NAAIM members.

April 9 - The Big Three Direct Marketing Strategies to Grow Your Business

Join us for an exciting NAAIM Audio Conference
Wednesday, April 9 at 4:15 p.m. ET

Discover “The Big 3 Direct Marketing Strategies to Grow Your Business” in Our Upcoming Audio Conference

How do you get clients to use more of your services and prospects to respond to your marketing efforts? One of the best ways is to incorporate proven direct marketing strategies into your marketing program. And that’s what you’ll learn when you attend this upcoming Audio Conference.

Join financial direct marketing expert, Craig Huey, as he shares little-known secrets of using the big strategies of direct marketing: Direct mail, websites and offers to effectively grow your business.

Along with dozens of proven ideas and techniques, you’ll discover:

• How to effectively use direct mail to generate hundreds, even thousands of qualified leads
• How to identify and correct 5 key blunders most investment advisors make when creating their websites
• The little-known secret to direct mail success
• How to supercharge direct mail response rates by integrating your website
• The one part of your direct mail or webpage that is guaranteed to get read
• How most homepages violate key direct response principles
• 5 foolproof steps to creating a response–multiplying offer  
• And much more

 
Winner of 65 major marketing awards for breakthrough campaigns for multimillion-dollar sales, Craig Huey is recognized as one of the world’s leading experts in direct response marketing.

Over the years he has created campaigns for over 1,000 companies, including more than 50 financial advisors and registered investment advisors, among them Stack Financial Management, Millennium Wave Investments, Carnegie Wealth Management and Zacks Investment Management,

He is the creator of the V.I.V.A.™ (Valuable Information, Value-Added) direct marketing system and author and publisher of the industry newsletter Direct Response. In addition, Mr. Huey is president of both Creative Direct Marketing Group, Inc. (CDMG), a full-service direct response advertising agency and InfoMat, a postal and email mailing list brokerage and management company.

3 key reasons to listen closely to this audio conference…

1. You’ll come away with a list of new ideas, a fresh view of how to apply the principles of direct response to your marketing and clear direction on what and how to change your current advertising to increase response.
   
2. You’ll be able to look at your current direct mail and website and see what needs to be fixed to ensure you get better response.
   
3. You’ll understand why the direct marketing model can dramatically increase your leads and sales.

Audio conferences like this one are another great benefit of your NAAIM membership. They allow you the opportunity to spend an hour or so getting vital information you can put to use to build your clientele. Even better, because you listen right in your offices, you can include your entire staff so they can hear the information firsthand.

So, don’t miss this opportunity to tap into more than 3 decades of experience in successful financial services marketing. Register FREE for this audio conference today.

There is no cost to attend NAAIM Webinars, but you must register in advance to receive log-in instructions. To register, or fFor more information, contact Susan Truesdale, NAAIM administrator, at naaim@mindspring.com or call 1-888-261-0787.

March 12, 2008 - Learn ETF trading tips and tactics at NAAIM Webinar

About the Speakers:

Bob Holderith is also Co-Head of Product Development for ProShares Advisors with responsibility for directing the firm’s national sales efforts and creation of new ETF products. Prior to joining ProShares Advisors in 2006, Bob led a variety of asset management and senior sales initiatives for UBS.  As Director of UBS’ New York City Wealth Management Team, Bob helped develop the firm’s ETF models and served as a consultant for seven investment advisory and asset management programs. As Program Manager for UBS’ discretionary asset management programs, he was responsible for developing or co-developing three equity model portfolios, a unique security screening system, a portfolio management trading system, and ETF Portfolio Management platform.

Matt Connors joined ProFunds in 2002 as Managing Director, Financial Professionals, following a stint as Managing Director of Deutsche Bank, where he was responsible for retail mutual fund sales through broker/dealers, registered investment advisers, banks and insurance agents. Matt was also part of the acquisition and transition team that purchased and integrated Scudder Investments, and he integrated the Deutsche Bank retail mutual fund sales operation with that of the institutional group. Matt’s career includes wholesaler and division manager with New England Mutual Funds and a stockbroker with Merrill Lynch and later with Prudential Securities.

Webinar for Advisers Seeking Non-Correlated Investment Classes

Thursday, February 14, 2008 - 4:15 p.m. EST

Looking for investment classes non-correlated with the major stock and bond indices?

One of your best options may be non-dollar denominated investments. 

Which instruments make the most sense for your investment approach? What are some of the problems to avoid when it comes to trading these instruments? And, how are other investors using them successfully?

Find the answers to these and other questions at an upcoming NAAIM webinar – “Trading Non-Dollar Denominated Investments” at 4:15 p.m. Eastern on Thursday, February 14.  There’s no cost to attend, but you must register by contacting NAAIM administrator Susan Truesdale at naaim@mindspring.com or 1-888-261-0787.

Presenter for the session is Stephen Sachs, Director of Trading for Rydex Investments. He promises an enlightening look at taking advantage of currencies as a non- or negatively correlated asset class to generate more consistent returns. Steve joined Rydex in 2002 and oversees all securities and derivatives trading including the seven Rydex currency ETFs as well as the Rydex Commodities Fund, Rydex Strengthening Dollar Fund and Rydex Weakening Dollar Fund.

Steve received rave reviews for his presentation at the 2007 Active Exchange Focus Session and promises to be even more informative in the upcoming webinar.  Prior to joining Rydex, he spent two years as senior equity trader at Eagle Asset Management, where he was responsible for the planning and execution of trading strategies for $3 billion in growth, technology and hedge fund portfolios. Previously, he was senior equity trader at Banc One Investment Advisors; account executive, institutional custody services at Banc One Investment Management Group; securities trader at Nationwide Insurance; vice president/partner at Winand, Platt and Sachs Investments, Inc.; and a registered representative at Diversified Capital Markets, Inc.

To reserve your spot in the webinar and to receive login instructions, contact Susan.  It may be the most important hour you spend this month.