ADVISORY/Frank Russell Company Hosts Educational Seminar for Registered Investment Advisors.Calendar/Events Editors ADVISORY...for Tuesday Tuesday: see week. (March 25) --(BUSINESS WIRE)
WHEN: Tuesday, March 25, 2003 from 1p.m. - 5 p.m.
WHAT: Frank Russell Company, a global leader in multi-manager
investment services, is hosting an educational workshop for
registered investment advisors (RIAs). The workshop is
designed to provide advisors with practical information and
strategies for expanding their businesses and improving the
value they bring to clients.
The workshop includes case studies in successful business
practices, key marketing and referral generation strategies,
methods for institutionalizing advice and service to clients,
insourcing vs. outsourcing, and tactics for weathering
difficult market environments.
WHERE: New York Marriott Marquis
1535 Broadway (44th Street)
New York, NY
WHO: The workshop presenters include:
-- Russ Hill, president and CEO of Halbert Hargrove, an
independent investment advisory firm in Long Beach, CA
-- Steve Moore, president of Moore Solutions, a business
management consultant who works with Russell's advisor
clients to help them develop goals, strategies, processes
and action plans for their businesses.
CONTACT: To register to attend the event, RIAs should email their
contact information (name, company, address, phone/fax,
email) to frc-conferences@russell.com. If you have questions,
please call Julie Graham at Tel: 253.591.2961.
All media inquiries should be directed to:
Kerstin Parkel - Tel: 212.867.9057.
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