Networking Conference 2010!!

From September 23rd to the 26th I had the opportunity to attend the Equity University Networking Conference in Orlando, Florida. This was a great opportunity to be a part of a very successful event and also meet and hear the successes and stories that our clients have to share. Last year our post conference survey found that 89% of attendees were extremely satisfied and from the clients I spoke with they were even more pleased with this year's conference!

The conference is a way for our clients and other attendees to learn more about self-directed investing in their IRA. They were able to attend sessions that focused on different topics of self-directed investing in non-traditional forms of investments such as real estate and tax liens, to name a few. One of the more exciting sessions was Speed Networking where clients were able to quickly meet a lot of like-minded people who can help to share their knowledge. This session brought a lot of excitement and energy to event and the conversations even continued in the room long after we had formally ended!

By attending the conference I was able to meet our clients and even put a face with a name for some of the clients who I had spoken with on the phone during my rotation in Client Services. It was great to hear about the attendees' experience with Equity Trust Company and hear their success stories. While the conference was a lot of work, it was definitely worth it!

Passport Journey: Information Technology

This week I attended my Passport Journey with the Vice President of Information Technology (IT). This was a beneficial meeting to see how our IT Department impacts the experience our clients have and our employees' ability to provide the right information. In this meeting I was able to learn about the many projects that are happening in IT such as upgrading our data center, improving our work flow, upgrading our eVantage and building the best IT team. It is exciting to see the upgrades and enhancements that are coming to our company to help us better serve our clients.

I was also given a book to borrow titled Execution The Discipline of Getting Things Done. This book has been insightful and highlights how execution is a huge part of a company succeeding and how to really know if your company is an execution company. It also shows that execution means much more than just getting things done.

My next Passport Journey is with the Vice President of Marketing and Sales. I am looking forward to my next Passport Journey to gain a better understanding of the different channels our marketing team focuses on and the processes that allow our Retirement Plan Specialists to educate our clients on making tax free wealth within their self-directed IRAs.