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Program/Schedule for Top Advisor Summit 2008

TimeEvent
7:30am - 8:30amBreakfast
8:30am - 8:40amOpening Remarks
8:40am - 9:20am Michael Dorfman, Nesbitt Burns
Tapping the power of niche marketing
9:20am - 10:00amWayne Baxter, IPC
Creating the advisory practice of the future
10:00am - 10:40amKathryn Del Greco, TD Waterhouse Private Client
From commodities to whole wealth
10:40am - 11:00amBreak
11:00am - 11:40amBill Bell, Bell Financial / Manulife Securities
Planning your way to results
11:40am - 12:20pmJoanne Goodrich and Rick Livingstone, RBC Dominion
Partnering for success
12:20pm - 1:00pmLunch
1:00pm - 1:05pmRecap from the morning
1:05pm - 1:45pmTim Morton, CIBC Wood Gundy
Structuring a high net worth practice
1:45pm - 2:25pmPeter Pomponio, Assante
Building a professional referral network
2:25pm - 3:05pmMichael Mountford, ScotiaMcLeod
Running a conviction based business
3:05pm - 3:20pmBreak
3:20pm - 4:30pmDodee Frost Crockett, Merrill Lynch Dallas
Attracting high end clients
4:30pm - 4:50pmCreating a 90 day action plan
4:50pm - 5:00pmConference wrap up and sponsor draws