Rob Simons Speaks at 2010 Charles Schwab Impact Conference

Rob Simons was a guest speaker at the annual Impact (http://www.impact.schwab.com/) conference for Charles Schwab financial advisors. The presentation educated advisors on creating marketing strategies that attract ultra-high-net-worth (UHNW) clients in an increasingly competitive family wealth market. The panel discussion also included Brian J. D. Hughes of the Threshold Group (http://www.thresholdgroup.com/) and Anna Nichols of the Family Office Exchange (http://www.foxexchange.com/). The annual Impact conference features subject matter experts, exhibitors and keynote speakers to help Charles Schwab advisors stay current on the latest trends and technologies. With over fourteen years of experience serving the financial services industry, Toolbox Studios provides strategic, creative and execution services for effectively communicating and marketing to ultra-high-net-worth individuals and families.