Event Calendar

OCT
21

Money Management Institute: 2014 Fall Solutions Conference

New York, NY

Productivity, efficiency, enhancement, effectiveness – pick one or, for that matter, all of them, and you will have a solid notion of the theme driving the 2014 MMI Fall Solutions Conference.  For the industry, productivity, of course, comes in many guises and falls under a range of headings, each of which this meeting addresses – personal, investment, systems and technology, and relationship building. Hearsay Social's Customer Advocacy manager, Victor Gaxiola will be speaking to the audience about the changing world of client engagement as firms are applying technology to advance the client relationship model. Overall – for advisors, sponsors and investment managers – it’s an opportunity to get an insider’s look at what is proving to be most valuable, and what is on the horizon, in terms of both effectively engaging clients and delivering better outcomes for them. Read more >

OCT
23

SIFMA Social Media Seminar

New York, NY

This one-day event brings together experts across multiple fields to further explore the increasingly important issues our industry faces in light of the rapidly changing and growing tools of social media. Hearsay social President and CEO, Michael Lock will be speaking about amplifying brand and growing business with the help of the digital frontier. This seminar will also feature panel discussions on marketing, business, and practitioner experience with social media, as well as, practical advice on the legal and compliance issues faced by the expanding use of interactive technology for business purposes. Read more >

OCT
26

LIMRA Annual Conference

New York, NY

Today's consumers live in an online world of perpetual connectivity, in which they face burgeoning life style and product choices that range from finding their soul mate, to completing daily errands online. From millennials to baby boomers, today's consumers live distracted. Yet, the financial risks they face in the event of premature death or outliving their assets, remain. How do we cut through the static and grasp consumer attention in their fast-paced world of shifting priorities? LIMRA's Annual Conference will provide strategies and insights from leaders from within the financial services industry and other business models to help you face today's leadership challenge successfully. Read more >

NOV
03

Marketforce: The Future of Private Banking

London, UK

With high-level speakers from leading private banks and wealth management firms, this well-established event provides a strategic forum to discuss key issues of today and tomorrow. With levels of profitability at risk, the industry must adapt in order to find routes to success in an increasingly complex and competitive environment. To achieve this, a greater understanding of different clients and their needs is required in order to deliver a valued service. Join peers to formulate strategies to respond to these challenges. Read more >

More events >

Complete List of Events

OCT 21
Money Management Institute: 2014 Fall Solutions Conference
New York, NY

Productivity, efficiency, enhancement, effectiveness – pick one or, for that matter, all of them, and you will have a solid notion of the theme driving the 2014 MMI Fall Solutions Conference.  For the industry, productivity, of course, comes in many guises and falls under a range of headings, each of which this meeting addresses – personal, investment, systems and technology, and relationship building. Hearsay Social's Customer Advocacy manager, Victor Gaxiola will be speaking to the audience about the changing world of client engagement as firms are applying technology to advance the client relationship model. Overall – for advisors, sponsors and investment managers – it’s an opportunity to get an insider’s look at what is proving to be most valuable, and what is on the horizon, in terms of both effectively engaging clients and delivering better outcomes for them. Learn more >

OCT 23
SIFMA Social Media Seminar
New York, NY

This one-day event brings together experts across multiple fields to further explore the increasingly important issues our industry faces in light of the rapidly changing and growing tools of social media. Hearsay social President and CEO, Michael Lock will be speaking about amplifying brand and growing business with the help of the digital frontier. This seminar will also feature panel discussions on marketing, business, and practitioner experience with social media, as well as, practical advice on the legal and compliance issues faced by the expanding use of interactive technology for business purposes. Learn more >

OCT 26
LIMRA Annual Conference
New York, NY

Today's consumers live in an online world of perpetual connectivity, in which they face burgeoning life style and product choices that range from finding their soul mate, to completing daily errands online. From millennials to baby boomers, today's consumers live distracted. Yet, the financial risks they face in the event of premature death or outliving their assets, remain. How do we cut through the static and grasp consumer attention in their fast-paced world of shifting priorities? LIMRA's Annual Conference will provide strategies and insights from leaders from within the financial services industry and other business models to help you face today's leadership challenge successfully. Learn more >

NOV 03
Marketforce: The Future of Private Banking
London, UK

With high-level speakers from leading private banks and wealth management firms, this well-established event provides a strategic forum to discuss key issues of today and tomorrow. With levels of profitability at risk, the industry must adapt in order to find routes to success in an increasingly complex and competitive environment. To achieve this, a greater understanding of different clients and their needs is required in order to deliver a valued service. Join peers to formulate strategies to respond to these challenges. Learn more >

NOV 06
LIMRA Asia Distribution Conference
Singapore

This two day conference will feature presentations from industry leaders and experts with advanced knowledge of strategy, sales, channel management, and training. Breakout sessions will help you address your specific challenges, and networking opportunities will allow you to connect with peers throughout the region. Hearsay Social Managing Director, Chris Andrew will be kicking off the conference with a keynote around Social Media and the Future of Agency Distribution Learn more >

NOV 10
SIFMA Annual Conference
New York, NY

SIFMA's 2014 Annual Meeting gathers the leaders of the financial services industry together with prominent policymakers and financial media. In one-on-one conversations, thought leaders will share their perspectives on how the financial services industry will best serve tomorrow's economy. Learn more >

NOV 20
NAILBA 33 Annual Meeting
Hollywood, FL

For 33 years, NAILBA has assembled the principals and senior management of the leading independent life insurance brokerage agencies, plus the senior management of the major insurance carriers all in one place at our annual meeting. This is the must attend event in the brokerage industry. The NAILBA Annual Meeting continues to bring you committed and loyal exhibitors and sponsors with information and product updates you need, workshops on topics that are relevant and timely for the brokerage community, lots of networking, and more! Learn more >

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