Jeff Magson introduced the discussion on client acquisition. Nick Murray then spoke about how, why, and when financial advisors should talk to clients about providing financial advice. Brian Finnigan followed with a presentation on acquiring clients through target market development. David Goad concluded with a discussion on client acquisition through mergers and acquisitions.

3. Discussion Leader
Jeff Magson, Vice President
Sales and Platforms, 1st Global

5. Client Acquisition –
How, Why and When to Talk
to Your Clients about What
Nick Murray
financial advice writer

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9. Client Acquisition through
Target Market Development
Brian Finnigan
Vice President, Chief Marketing Officer, 1st Global

14. Client Acquisition through
Mergers and Acquisitions
David Goad, ChFC
President, Succession Planning Consultants, Inc.