SOURCE: The Investment Center, Inc.

The Investment Center, Inc.

August 04, 2014 09:00 ET

Educational Regional and Social Conference at Trump National Sponsored by The Investment Center, Inc.

BEDMINSTER, NJ--(Marketwired - Aug 4, 2014) -  The Investment Center, Inc. (TIC), an independent broker-dealer, held their Summer Educational Regional and Social Conference at Trump National Golf Club located in Bedminster, NJ last Thursday. The semi-annual event was held to educate advisors on a variety of practice management and business building ideas. More than 75 TIC advisors, education partners and home office personnel attended the event. The event kicked off with a welcome luncheon and commenced with networking over cocktails and hors d'oeuvres. These occasions are in addition to TIC's National Conference and Chairman's Club, in which over 230 guests will attend.

Among the conference highlights:

  • "Your Best Clients are Your Best Advisors: How Client Advisory Boards Help Build Your Practice" presented by Nancy Fox
  • CLS Investments discussed "Enduring Answers: Addressing Popular Questions and Misconceptions About Inflation"
  • Jeremy Poulton with Madison Brokerage educated advisors on "Legacy Planning: Walls Around Wealth"

John Broderick, with Wealth Planning Advisors, shared a testimonial with Kimberly A. Branch, CMO of TIC, "Bringing advisors together and helping us build strong relationships with our partners and peers in the business is key to our success. As a small business owner, these types of meetings allow me to share ideas and educate myself on the latest financial planning tools that are available to us."

Advisors were also given three 45 minutes rotations at a roundtable to discuss topics of interest to them and network with their peers. Topics included 529 college planning as an estate planning tool, addressing client's risk tolerance, retirement income planning, tax management and effective client marketing strategies.

"It is important that as a broker-dealer we regularly educate our advisors with superb education and practice management ideas," said Ralph J. DeVito, president and CEO. "The advisors received the most benefit by being able to exchange ideas with like-minded advisors on a myriad of topics in their round table breakout sessions. As a firm we will continue to invest in these activities to assist our advisors in organically growing their business."

About The Investment Center, Inc.
Established in 1986, The Investment Center, Inc., is an independent broker-dealer (Member FINRA/SIPC) based in Bedminster, NJ serving approximately 300 financial advisors throughout the United States. For more information about TIC, visit www.investmentctr.com, four time winner of the "Broker-Dealer of the Year" award.*

*Based on a poll of registered representatives and advisors conducted by Investment Advisor magazine. Broker-Dealers rated highest by their representatives are awarded "Broker-Dealer of the Year."

Contact Information

  • CONTACT INFORMATION
    Ralph J. DeVito
    President and CEO
    The Investment Center, Inc.
    800.345.8041
    rdevito@investctr.com