2014 Fall BANK/TASC Summit
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BANK & TASC Partners:
We look forward to meeting with everyone again in a few weeks for the Fall 2014 BANK/TASC Summit in Denver. We plan on over 70+ industry executives, representing $900B in agency revenue, attending the event. As always, you will spend most of your time in executive level exchange during your Strategic Issues Group, where you will update your peers on growth goals and receive insight on successful strategies to sustain strong growth into 2015. In addition to your SIG, we have planned a dynamic agenda to help support your top line growth strategy. Strategic Acquisitions We estimate that there are roughly 25,000 insurance agents or brokers under $5,000,000 in net revenues. Acquiring this revenue can be an effective supplement to the organic growth plan. Phil Trem, Vice President from MarshBerry, will be delivering a presentation on strategic acquisitions with a focus on effectively purchasing and integrating books of business. Intellectual Capital Development Jon LoDuca, founder and CEO of The Wisdom Link, will be providing insight on best practices in intellectual capital development. Predictable, profitable growth can only be achieved when you have an institutionalized value proposition that can be delivered across the entire organization. Jon works with financial services firms across the country on harnessing the intellectual capital that exists within the organization, packaging the findings into professional branding and marketing collateral, and then leveraging the results for higher performance in sales and service. Jon is a highly sought after business development and brand strategist, speaker and author. State of the Industry As always, John Wepler, President of MarshBerry, will provide a State of the Industry to address critical metrics on the economy, industry specific performance, and the merger and acquisition environment. To access the full agenda and registration information, please click on the links to the left. Early bird registration runs through August 15, so register early to receive the discounted registration price and guarantee discounted hotel accommodations. We look forward to meeting with you in Denver!! |
