May 31, 2012 until Jun 1, 2012 :
12:00 AM - 12:00 AM
The Harvard Club of Boston (See Map)
374 Commonwealth Ave
While the financial industry slowly recovers from the recession, firms have been taking on increasingly heavy burdens as they attempt to attract and retain clients. Wary investors and a rapidly changing landscape add to this difficult environment, presenting a host of new challenges and opportunities. Financial Research Associates is pleased to present two valuable conferences- Client Servicing for Institutional Asset Managers and Mastering RFPs & Consultant Databases- to address these issues.
Through comprehensive research, we’ve developed two indispensible programs that will provide innovative strategies and help you implement effective communication and relationship methods that win, nurture, and keep clients in these trying times.
Day One’s program, Client Servicing for Institutional Asset Managers (May 31st), is loaded with timely solutions to concerns facing client servicing professionals today. You’ll hear directly from investors, consultants, and industry leaders on key topics including:
Day Two’s program, Mastering RFPs and Consultant Databases (June 1st) provides cutting edge methods to execute timely RFP responses effectively and efficiently and populate consultant databases with attention-grabbing and unique data. Hear from consultants and investors, as well as industry insiders on topics such as: