Tag Archives: National Conference

Great Ideas from the Road

Literally in an audience typing this note … so this will be brief.

Tons of terrific topics coming from the conference … greater details in the coming days/weeks.

  • Cybersecurity
  • Political changes and disruption
  • Technology Improvements

These are the threads most spoken of at this time.

  

Have a great Friday! Back in the saddle next week !

John A. Kvale CFA, CFP

http://www.jkfinancialinc.com
http://www.street-cents.com
8222 Douglas Ave # 590
Dallas, TX 75225

 

 

Let the Travels Begin … Six Weeks … Up First the Nattional Conference

Starting today, I begin a six week consecutive travel schedule.  I will not be out a full week until the first full week in March, but until then a day or two here or there.Traveling

Today, as you receive this email, I am on a plane to a National conference that I attended for the first time in almost a decade, last year. Donald was a speaker last year and from my attendance, I realized-

“You can teach an old dog new tricks!

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With tons of meetings scheduled and 3000+ of my fellow advisors in attendance, look for some great insights, new ideas, contacts and most likely reviews of speakers.

Let the learning begin!

Have a Great Day!

John A. Kvale CFA, CFP

http://www.jkfinancialinc.com
http://www.street-cents.com
8222 Douglas Ave # 590
Dallas, TX 75225

 

Congratulations, Donald “The Brain” … WELL DONE !

Yesterday while I was at the afore-mentioned two-day fire hydrant of company presentations and economic updates (more on that next week), what follows is more important. A call arrived to the office!

Donald “The Brain” Speaking at National event

The head of technology at our vendor, TDAmeritrade Institutional, has asked Donald to speak at THE NATIONAL CONFERENCE concerning very sophisticated systems used for portfolio management and rebalancing, called Irebal. irebal logo

This is a big deal!

  • About 4000 people will be at this event
  • Donald asked to explain how we implemented the systems (upon rollout he had it running in 48 hours)
  • Hope to help other advisory firms utilize Irebal in their practices (all friendly competitors)
  • Gentle software adjustment requests from Donald created the connection, and their understanding of his knowledge and ability (shhhh … I have known this all along ..haha … not kidding!)

This is a high-powered group of top-notch experts in the financial field, not a RA, RA session get together. It is a MAJOR honor to be speaking.

Donald…. Nervous yet ?… You will do fine… SUPER PROUD !   CONGRATULATIONS

Have great Friday and a super pre-Turkey day weekend!

John A. Kvale CFA, CFP

PS China ups the anti and Draghi jawbones …. more next week

http://www.jkfinancialinc.com
http://www.street-cents.com
8222 Douglas Ave # 590
Dallas, TX 75225