B/D Meetings

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Jan 14, 2010 7:30 pm

For those of you at an Indie B/D, have you attended, do you attend, the National or Regional meetings that the B/D hold? What do you get out of it, besides CE credits? Whats the atmosphere like? Are you there to learn from the firm/presenters, from other FA's?


Is it  worth the 2 days or 3 days out of the office?
 
Interested in hearing from all, but particularly from RJ FA's
Jan 15, 2010 7:22 am

We have 1 of those a year and it's mandatory. It's 2 days of meetings and seminars followed by a dinner/awards ceremony.



Like Ice said, mostly big producers bragging and venders selling their stuff whether it's investment products, technology, etc.



It is nice though to meet the office staff, other producers, and just other people in the industry.



Jan 15, 2010 2:55 pm

As someone that has recruited to the indy platform for 7+ years and that has been to these events yearly, I recommend going.  It will give you some time away from the office, take a step back to evaluate your practice, network with your peers which is not usually that easy to do an an indy, and also provide you with the opportunity to pick up a few best practices from other reps in the field that you can go back to your office to implement.

 
Have fun with it.
Jan 16, 2010 2:53 pm

I went to 3 out of 4 of them.  Its a first Class thing at my b/d,  and it is very beneficial.  You must go to the classes (presentations) or you end up paying for a higher perentage of the conference, and you do not get the CE.  Everything is tracked electronically and it really is great to meet new friends that have been there and done that.  It is a working vacation so to speak, so my wife finally found out even though I told her how busy I was during theses things.  A few folks were there to get drunk and even scam out and party, but few and far.

 
I enjoy them, and MLGONE, I think we have the same B/D.
Jan 16, 2010 8:17 pm

I've decided to attend the Regional meeting. Now i am wondering if i should go to the National Meeting, which is a month later. Will it be redundant? Anybody have an opinion?

Jan 17, 2010 11:20 am
Sportsfreakbob:

I've decided to attend the Regional meeting. Now i am wondering if i should go to the National Meeting, which is a month later. Will it be redundant? Anybody have an opinion?









If the national is close to you and you get CE, I'd say go.