2008-09-11 10:15:08 -
Jeff Rose, CFP®, co-founder of Alliance Investment Planning Group out of Carbondale, recently attended focus08, an industry leading conference hosted by LPL Financial, the nation's number one independent broker/dealer based on revenues for 12 years in a row.*
Held in Chicago, focus08 is one of the industry's largest gatherings of independent financial advisors. Nearly 7,000 attendees from around the country assembled
for the opportunity to learn new strategies and skills, expand knowledge in numerous product areas and network with peers and industry experts. They also heard from influential speakers, who addressed current industry trends and provided ideas on continually improving advisors' delivery of service to clients. The speakers included: Ted Koppel, renowned newsman; Ron Insana, CNBC contributor for market and political events; Nassim Taleb, social scientist and author of The Black Swan; and former CEO of Honeywell, Larry Bossidy.
Focus08 is the premier sales and education event in the industry. Through 461 business sessions, technology training and continuing education classes, LPL Financial advisors gain valuable knowledge to help them continually improve the service they offer to clients and operate their businesses more efficiently.
Unlike many brokerage firms, LPL Financial does not develop its own investment products, so the advice given by its advisors is based solely on individual client needs. LPL Financial advisors help individual and institutional investors meet their financial goals by managing and investing more than $275 billion for them, as of June 30, 2008.
About Alliance Investment Planning Group
Alliance Investment Planning Group, a new Carbondale-based investment and retirement planning firm, began operations as a Limited Liability Company March 1st of 2008. Alliance Investment Planning Group, LLC was formed by independent financial advisors Randall Bastien, Robert Loucks, Scott McClatchey, and Jeff Rose to offer a comprehensive range of tailored investment and planning strategies while maintaining local decision-making control and providing exceptional customer service. The company is located at 3200 Fishback Road in Carbondale, at the intersection of Route 13 and Wood Road, and can be reached at (618) 519-9344 or
jeff@allianceinvestmentplanning.com. Additional information can be found on the company's website at www.jeffrosefinancial.com
Securities offered through LPL Financial
Member FINRA/SIPC
*As reported in Financial Planning magazine, June 1996-2008.
