Our chapter meetings are held the first Wednesday of each month at Round Hill Country Club in Alamo. This is a great time to network with other members and partners, as well as learn from noted regional and national speakers.
09/30/2020 - 10/03/2020
FPA Annual Conference 2020
Click here for more information about this event. Early bird registration opens soon.
7:30 am - 9:00 am
"Unique Traits of World Class Advisors"
Speaker: Susan Kay, VP, Director, Business Development at MFS Funds
The best advisors in the country go from good-to-great when markets are uncertain. Prospecting events in a virtual world: what’s working? Top performing practices are adapting to gather assets inside a socially distanced framework. Join Susan Kay for innovative event ideas for getting in front of new families. In this presentation Susan will accomplish two things: How are the best getting in front of prospective new client families, and what the best are doing right now, to prove their value beyond investing. She will share seven engaging and innovative virtual event ideas, and also a half-dozen ‘touch’ tactics that are meaningful to our clients in this environment. These include deeply meaningful communication ideas that will touch prospects in ways that feel generous and connective.
Now is the time when the best advisors in the country will work creatively to get in front of prospective new families …How about you?
About the Speaker: