Top Issues to Include in your 2009 Year-end Review
Blaine Aikin, CEO, Andy Frommeyer, Director of Products and Services, and Rich Lynch, COO
December 10, 2009
This session presents advisors with fi360’s recommendations for a top-down review for their final performance report presentations for the year, followed by discussions of the outlook for the future and the decision-making that should be used to prepare for what is ahead. Non-advisor listeners can also get a sense of important issues and the process they should expect to see followed by their advisors.