Carter W.Leinster on Panel at AIG Advisor Group Conference
Posted: 07-21-2008 : GREENSBORO, N.C.

GREENSBORO, N.C. -- Carter W. Leinster, CFP®, ChFC, CLU, President of Triad Financial Advisors, Greensboro, NC is a panel representative at the annual AIG Advisor Group conference in Chicago held July 13 - 15, 2008. The focus of the two-day conference is “Why Women are Winning” and the panel she is on is representative of Top Producers (based on assets under management). Ms. Leinster is joined on the panel by Alexandra Armstrong, CFP® and Chairman of Armstrong, MacIntyre & Stevens of Miami, FL and Patricia Kummer, CFP®, of Kummer Financial, Highlands Ranch, CO.

Each panel representative is outlining their particular financial planning business philosophy and how each practice is different as well as similar. They will note the number of employees, how long they have been in the business, what is considered the client target market and the specific business service offered to clients. They will lead a discussion with attendees on methods to attract new clients, the main issue they, as financial planners, are currently experiencing with clients and in the business in general. Finally, the panel will open a discussion on the vision of how the financial planning business will be evolving over the next few years.

The AIG Advisor Group network is one of the largest independent broker-dealer networks in the United States. AIG Advisor Group is comprised of Royal Alliance Associates, Inc., New York, FSC in Georgia, Advantage Capital Corporation, and the AIG Financial Advisors in Arizona. AIG Advisor Group is a division of American International Group, Inc. (AIG), one of the world’s leading financial services firms providing access to resources designed to enhance the professional growth of financial advisors. Ms. Leinster is registered to offer securities through Royal Alliance Associates, Inc. She currently serves on the Royal Alliance Associates National Advisory Board.

Triad Financial Advisors’ local office is in downtown Greensboro at 333 North Greene Street, Greensboro, NC, 27401. A satellite office, Triangle Financial Advisors, is located at 801 Corporate Center Drive, Ste 130, Raleigh, NC, 27607. The company offers a variety of services including retirement and estate planning, investment management, strategic business planning, tax planning and risk management as well as insurance. Contact information for Carter Leinster and TFA is available by calling 336-230-0071 in Greensboro, 919-789-3098 in Raleigh, or visiting www.trifiadv.com.

Securities offered through Royal Alliance Associates, Inc. Member FINRA/SIPC. Advisory services offered through Triad Financial Advisors, Inc. a Registered Investment Advisor.