3. Discussion Leader
Jeff Magson, Vice President
Sales and Platforms, 1st Global

5. Client Acquisition –
How, Why and When to Talk
to Your Clients about What
Nick Murray
financial advice writer

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9. Client Acquisition through
Target Market Development
Brian Finnigan
Vice President, Chief Marketing Officer, 1st Global

14. Client Acquisition through
Mergers and Acquisitions
David Goad, ChFC
President, Succession Planning Consultants, Inc.