What makes your business different is why clients want to work with you. So how can you leverage these differences to gain new business?
This month, marketing pro
Maribeth Kuzmeski will share her strategies for how companies in the financial services industry can stand out to achieve measurable growth. Kuzmeski is president of
Red Zone Marketing, which consults with some of the nation’s top financial professionals. She is the author of several books, including the bestseller The Connectors, and an instructor at Oklahoma State and Columbia University.
Pro bono workshop
Immediately following the June meeting
Chapter meeting attendees are invited to attend a free, one-hour pro bono workshop on strategies for cash flow constraints. The presenter will share case studies and examine creative ways to plan for business cash flow challenges.
This event is open to anyone – whether you’re a chapter member or not. We especially encourage CFP® professionals early in their careers to attend, as well as aspiring financial planners.
The event is $10 for members and $25 for non-members, and registration for platinum and diamond partners is complimentary.
Click here to learn more and register.
Save on registration for the FPA Annual Conference
This year’s national conference will be held October 16-18 in Minneapolis. FPA’s Annual Conference is always an outstanding event, and this year we have access to exclusive discounts!
Are you an FPA of MN member?
You’ll want to act fast! Our local FPA of MN chapter has access to a special $150 discount on conference registration. When combined with the existing “Early Bird” and FPA of MN member pricing, this discount couldhelp bring the $1,299 conference price down to $549.
This discount has limited availability, so we recommend registering soon. We’ll send out a special email with this discount code on Friday, June 7. Keep your eyes peeled! If you’re a member and you miss the email, please reach out to [email protected].
Not an FPA Member?
On top of the discounts for current FPA of MN members, right now first-time FPA members can save an additional $200 on dues and $150 on registration for the conference. That means that if you become a member and sign up for the conference before July 26, you’ll be able to save approximately $800 on member dues and registration! Click here to learn more.
Save the date for upcoming events
Mark your calendar for these upcoming FPA of MN meetings and events!
Our chapter's annual tax filing is now available for our members to review and reference.
Click here to access it.
Platinum Partner Spotlight: June 2019
For over 10 years, the J.P. Morgan Asset Management Market Insights program has been helping advisors build stronger portfolios. Led by Dr. David Kelly, chief global strategist, our flagship Guide to the Markets® and related resources help inform investing conversations by simplifying the complex markets to help take the mystery and emotion out of investing. Advisors rely on Market Insights to stay current with fast-changing markets with timely insights on the latest macro-economic trends and investment themes, and to enhance their expertise and credibility with the breadth of research and commentary to help them gain unique economic and market perspectives.
