Note:  Silicon Valley FPA Brown Bag Lunch Events require FPA membership to attend.   FPA members from other
chapters are welcome to attend as well as guests of FPA members.

Date: Friday, April 22, 2011
Time: 12:00 noon to 1:30 pm
Location: San Jose, CA (Rose Garden Area)
Cost: $10

Title:  Marketing Solutions for Growth

Speaker:  Judy Haber, Founder and Principal of Haber Consulting

If business growth is your goal, then you need marketing solutions that get you there.  Attend this dynamic session to learn how to put in place marketing strategies to increase referrals, expand and leverage COI networks, identify a niche market and achieve expert positioning.  Judy will provide attendees with specific tactics that get results and stimulate thinking around long-term goals and how to reach them through effective, comprehensive marketing planning and implementation. This session has benefits for both seasoned advisors, as well as those newer to the profession.  There will be opportunity for questions from the attendees.

As Principal of Haber Consulting, www.haberconsulting.com, Judy Haber has been providing marketing consulting services to registered investment advisors and financial institutions for over fourteen years.  She works with advisors to achieve business growth through focused and effective marketing planning and implementation.  Judy previously served as Director of Marketing at Schwab Institutional.  Working closely with Schwab’s advisor community, she helped advisors grow their practices by implementing programs and services that educated and provided marketing tools and resources.

Seating is limited.   To reserve your seat, please RSVP early to Cynthia Riley at CynJRiles@aol.com A $10 fee will be collected at the door.