U.S. Retirement Partners Hosts Partners Advisory Council Meeting
ISELIN, N.J., February 1, 2010—U.S. Retirement Partners held its second Partners Advisory Council Meeting in Orlando, FL on January 12 and 13, 2010. Disney’s Grand Floridian was again chosen as the venue for the meeting. The following Partner Firms participated in this year’s two-day event:
- Advanced Financial Strategies (AFS)
- Bencor Retirement Group (BRG)
- Eschels Financial Group (EFG)
- Financial Educational Systems (FES)
- Summerfield Financial
- Michael Borgailo & Associates
- BR Consultants
- JM & Associates
- Financial Reserve Services (FRS)
- F.R. Owen & Associates
- Retirement Planning Associates (RPA)
- Stephen H. Greenberg & Associates
Additionally, USRP introduced their strategic alliance with an established Independent Marketing Company (IMO): Financial Independence Group (FIG). USRP welcomed their new Marketing Partner by inviting FIG to conduct several presentations. FIG will be a key component of the USRP Financial Planning for Your Retirement initiative (FPR).
Advisory Council Chairman, Steve Greenberg of Weston, FL, says, “This is a unique opportunity to get together with all of our Partner Firm leaders. We spent two full days discussing our niche business. Last year’s inaugural meeting was a huge success and this year was an even bigger success.”
“Our Partners talked about their Firms, shared ideas and participated in roundtable discussions. In addition, we introduced two significant tools. First, we unveiled our new website, which features a suite of tools for both our Partners and Advisors. Secondly, we acquainted our Partners with our new CRM (Client Relationship Management) software. This modern system will help our Advisors better manage client data, communicate with clients more efficiently and offer them additional retirement and financial services,” according to Mark Skinner, President and Chief Executive Officer of U.S. Retirement Partners.
“This meeting forces us to pause and reflect on last year’s results, as well as discuss our future strategic objectives,” said Bob Dughi, Executive Chairman of U.S. Retirement Partners.