The conference collection: Everything you missed from this summer’s biggest educational events

By Staff | July 22, 2003 | Last updated on July 22, 2003
2 min read

(July 2003) Were you too short on time or travel money to make it to at least one of this summer’s premier educational conferences? Fear not, because from the Advocis conference in St. John’s, Newfoundland, to the Million Dollar Round Table annual meeting in Las Vegas, was there on your behalf to report on all of the significant news, issues and education that emerged. Here are the full reports (including special bonus tools) from each conference:

Catch up on what went on at the first-ever Advocis national conference in St. John’s, Newfoundland, with the following reports about the various panel discussions, break-out educational sessions and the annual general meeting. This package includes a brand-new client communications guide for the rest of 2003.

The Canadian Institute of Financial Planners (CIFPs) held its inaugural conference in Huntsville, Ontario, and a strong thematic emphasis on family and community emerging from the two-day event. Read about a roundtable discussion on the definition of “financial planner”, a session on how to avoid litigation, and more. To view the full lineup of our coverage, please click here.

The IDA’s 87th annual meeting and conference was held in St. Andrew’s by-the-Sea, New Brunswick, and just in case you missed it the first time around, here is our complete coverage, bundled into one handy package that includes a special template letter you can use today when prospecting.

This year’s Million Dollar Round Table annual meeting was held in Las Vegas, and among the 7,000 or so attendees from over 50 nations, was there. Here is the full package of our stories filed from this event, along with a special worksheet to help you manage your time and your practice better.

The Social Investment Organization (SIO) hosted its biannual gathering in Vancouver, with an educational itinerary ranging from hands-on strategies for promoting socially responsible investing with clients to the current state of the SRI industry and dearth of both product and advisors. To read all about the challenges and opportunities that exist in this niche, please check out our coverage from this conference, which includes a customizable template letter to help you introduce or re-introduce the concept of SRI to your clients and prospects. staff


The staff of have been covering news for financial advisors since 1998.