Advantage at IMPACT 2012

Advantage at IMPACT 2012 - Looking Ahead to Advantage at...

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Looking Ahead to Advantage™ at IMPACT ® 2012 Problem to solve for: Maintaining the Advantage brand within IMPACT requires significant budget/resources, and the audience is small (90-120) compared to the IMPACT turnout (2,000+). Context: Schwab has been putting on Advantage for the last 8 years as an industry event for independent retirement plan providers (independent recordkeepers and retirement advisors) In 2010 it was brought up to fold the Advantage conference, well-known to the RBS audience, into IMPACT Integrate the two events to leverage content and to grant recordkeepers access to RIAs, and to foster business-building opportunities between the two audiences, who are clearly interested in working together (IMPACT reg question responses, Advantage attendee videos and dinner comments, AS advisors asking to attend Advantage) Leveraging the scale and audience of IMPACT and showcasing Schwab’s expertise and resources Recordkeepers knew of IMPACT and it was considered a privilege to be invited
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This note was uploaded on 12/04/2011 for the course FLASH 101 taught by Professor Mrburns during the Fall '11 term at Baker MI.

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Advantage at IMPACT 2012 - Looking Ahead to Advantage at...

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