Cynthia Stephens, VP of Marketing for By All Accounts, sees firsthand the impact of ROBO-ADVISOR. Integrated back off systems are making on-line investing and tracking easier than ever.

 

Cynthia will speak in depth about demonstrating value to clients, deepening client relationships, and putting clients' interests first.  By listening to our clients and potential clients, and learning from the tools they use, we can better service clients and demonstrate our unique value as financial advisors.

 

Cynthia has more than 15 years of experience in marketing and research that includes a proven track record of leading high-impact marketing initiatives to drive market visibility, acquire new clients and expand account relationships.  At ByAllAccounts, Cynthia leads the firm's overall market positioning and brand strategy.

Previously, Cynthia was Director of Marketing at Compete, one of the fastest growing technology companies in New England.  As an early employee at Compete, Cynthia helped build the company's brand among Fortune 500 marketers, which contributed to the successful acquisition of the company by TNS Media in 2008.  Prior to Compete, Cynthia served broker dealers, independent financial advisors and asset management firms in her roles at The KELYN Group and ByAllAccounts. Previously, Cynthia held several roles at the forecasting and consulting unit of Standard & Poor's (formerly Data Resources, Inc.), including Marketing Director, where she helped executives understand the impact of global trends on their businesses.

Cynthia is a member of Boston Women Communicators.  She holds a Bachelor of Arts degree from Wellesley College.  Cynthia is an avid photographer - her work has been included in exhibitions across New England.

 

Secure Your Attendance with New � Day Pricing for Fall EXPO

There will be a delicious catered lunch, a raffle for an iPad Mini with retina display and beautiful paintings and much more!!!

 

SIGN UP TODAY!Special Pricing
Member$75
Non-Member$95
Students$20
Full Table (seats 8)$500
Special Block Pricing - Group of 4$240

NEW  Half Day Pricing -
includes lunch
$50

 

Don't Wait - REGISTER NOW!!!


Catering provided by:

Don't miss this event!
When
Thursday, November 13, 2014
9:00am - 3:00pm
Where
CSUS Alumni Center
6000 J Street
Sacramento, CA  95819
Thank You to Our Sponsors 
 
Level I  


 Level II  




CSUS FPA Student Chapter 

  

Raffle Donations
Bryan Phipps, 
Forethought Law, PC
  & 
Jeremy Duncan

 

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FPA of Northern California
P.O. Box 188293
Sacramento, CA 95818
Phone: (916) 443-4237
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The FPANC website is for professional use and informational purposes only. Do not rely on it for investment advice. Opinions expressed are solely those of the members and speakers and do not represent the views of the FPA or FPANC.