how successful advisors do business but were afraid to ask
Please join us for our next "virtual" version of our popular Secrets of Success roundtable discussion events. This Zoom event is free for FPA members and non-members and will be held at 11:30am on Tuesday, June 9.
So... grab a sandwich, log on and join us!
This series of events for current and prospective FPA members will be an opportunity for advisors from around the region to share ideas specifically about current practice management topics including:
-- Technology -- Compliance -- Practice development -- HR -- Business models -- Fee trends -- And more...
There will be no "presentation"
Instead, these events will be held in a roundtable format. There will be a practice management topic chosen for each event and that topic will be the jump off point for the group to discuss. From that initial talking point, the conversation will then be free to evolve on to any and all practice management topics the group wishes to focus on.
Due to the nature of the roundtable format, these discussion groups will be limited to the first 14 registrants.
This roundtable discussion will be moderated by FPA CT-Fairfield County board member Chuck Failla, CFP
We have found that one of the greatest benefits our members derive from belonging to FPA is the ability to meet with other advisors and share ideas...
Have you ever wondered how some advisors made the switch to fee only?
Are you curious about which Financial Planning software platforms work and which don't?
Interested in learning about how other advisors set their fee schedules?
Well, then, this will be an event for you!
These roundtable discussion groups are being organized by FPA CT-Fairfield, but any and all FPA members from any Chapter are welcome and encouraged to attend.
Non-FPA members are also welcome to attend one roundtable discussion. After that, they will be encouraged to join the FPA in order to attend future events.
When & Where
Tuesday, June 9
Your computer via Zoom
Advance Registration is required as participation is limited to the first 14 registrants.