Alex Murguia - Quality Control of Financial Planning webinar

I'm passing on a message for advisors from Alex Murguia of McLean Asset Management and inStream Solutions:

----------------------------------------------

Calling all advisors!

I need your help. On September 10th, I will presenting a TED style talk at Bob Veres' Insider’s Forum conference on "Quality Control of financial planning." The topic addresses what I feel is the next big hurdle and a significant value proposition that advisors are facing in our evolving profession. 

In much the same way that advisors have operationalized their investment management services for clients through the use of model portfolios and technology (e.g., i-Rebal & Orion) over the last 10 years, we have only begun to tackle the institutional delivery of financial planning advice. The Implications of this range from how you provide a consistent level of planning advice across your client segments and advisors. 

While I have a good sense of the agenda, I realize that I belong to only one firm. I would appreciate your help in sharing your thoughts with me as I preview my "working" presentation. I have set up an interactive webinar on Wednesday September 3 at 3:00 PM Eastern in preparation for the TED style Talk at Insiders Forum. I would very much value your input. 

Thanks in advance for your help,

Alex Murguia