Possible Projects
- Coordinate all aspects of a compliance
conference including programming, logistics,
on-site coordination, registration and CE
application.
- Act as project manager for the installation,
integration, implementation and roll out of a
new marketing program.
- Act as program coordinator for annual sales
meetings, as well as other staff training and
product kickoff events. Use web-based
resources to supplement the meeting.
- Develop training programs for financial
advisors and their staff’s including advanced
planning strategies, office productivity and
systems management.
- Act as lead contact and coordinator with trade
associations and industry groups for
sponsorships and special events.
- Assist a product sponsor firm in providing
educational resources and speakers for
broker-dealer conferences and incentive
projects.
- Act as a researcher and project manager for
your National Sales Manager.
- Obtain sponsorships for conferences and
speakers
- Obtain speaking opportunities for your
speakers
Services
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