February 11, 2012 
         

Top of the Table Meeting Allows Best to Share Ideas



Caroline A. Banks, APFS
Wednesday, September 23, 2009

The anticipation is building as I plan to attend the Top of the Table meeting in Kauai, Hawaii.  Careful planning has to be done now to ensure my work is covered to allow me an uninterrupted meeting experience.

 

 I can’t help but reflect back to this time last year.  The world was in the early stages of the economic fiasco, and many members decided last year not to travel to Austin, Texas, in the justifiable belief their clients needed them back home.

 

I also considered carefully whether I should go.

 

Like most of us, I had never seen the level of panic around our banking system, but for that reason, felt I needed the camaraderie of others who felt just like I did.  It was a scary time, and it was a humbling experience to see just how much our clients relied on us to get them through.

 

How glad I was I made the decision to go.  I obtained talking points that I would share with clients for many months after the events of last year.  The new Open Sessions were a great addition, as a forum to share what mattered to each of us individually at the time.  I came back on a high and felt better equipped to cope with the ongoing volatility, having shared concepts and ideas with some of the best business brains in our profession, from across the world.


READER COMMENTS
Helen West
Monday, October 12, 2009

I hope you enjoy your TOT experience in Hawaii. I trust that this year's meeting will be as inspiring as last year. I intend to qualify and attend one of these TOT meeting in the not-too-distant future.



READER COMMENTS
Randy Judge
Monday, October 12, 2009

Look forward to meeting you Caroline, when we care share a few great ideas.

Be safe.

Randy


READER COMMENTS
Micki Hoesly
Monday, October 12, 2009

I agree with Caroline. It will be really great to hear what people are doing to figure out which insurance companies are strongest going forward and also ideas on positioning clients in case the market has another big correction. I'm ready for a little rest and relaxation while I'm absorbing some new ideas to bring back and put into my practice.



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