ADVISORY/Frank Russell Company Hosts Educational Workshop for Registered Investment Advisors.Calendar/Events Editors ADVISORY...for Wednesday Wednesday: see week. (March 26) --(BUSINESS WIRE)
WHEN: Wednesday, March 26, 2003 from 1 p.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: The Ritz Carlton, Philadelphia
Ten Avenue of the Arts
Philadelphia, PA
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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