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Happy April to you!
Meeting Recap
March was another information-packed month. Money Quotient President Amy Mullen engaged us in a conversation about how advisors can develop and maintain trust in a rapidly changing environment. She emphasized that being a client's fiduciary may mean the advice in their best interest could be different from the "right" textbook answer!
A few days later, members enjoyed a free webinar where Dr. Moira Somers and Dr. Carolyn McClanahan explained how financial professionals are often in the best position to see client impairment. The speakers provided practical solutions for financial planners when dealing with cognitive incapacity issues.
Membership Survey
Thanks to those who took the time to complete the recent survey. While reviewing the results, I was reminded of the nursery rhyme, "Some like it hot, some like it cold, some like it in the pot nine days old." When asked about the best times to hold meetings, some like them early, some like them mid-day, and some like them after noon with a drink to follow.
The board is currently reviewing the survey responses and has started to contact those who are interested in becoming more involved in our chapter. We appreciate your ideas and willingness to help shape the future of FPA MN.
Do you have recommendations? Click here to contact our board members.
I'll see you at the next chapter meeting!
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