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Enhance Your Client Experience – FPA East Bay November Luncheon with Brian Leitner
Presented by Brian Leitner, CFP®, ChFC®
📅 Date: Wednesday, November 12, 2025
🕰️ Time: 11:30 AM – 1:15 PM
📍 Location: Orinda Country Club, 315 Camino Sobrante, Orinda, CA 94563
Why This Event Matters
In a competitive landscape where products and pricing often look the same, the client experience stands out as a true differentiator. Yet most advisory firms don’t invest enough in it, missing a chance to deepen relationships, inspire referrals, and foster long-term growth.
Join Brian Leitner, CFP®, ChFC®, for an energizing and insightful session on how financial professionals can intentionally design and deliver a memorable, high-impact client experience.
From onboarding to ongoing engagement, Brian will guide you through the key actions you can take immediately to create client loyalty, boost retention, and elevate your brand.
What You’ll Learn
✅ Actionable steps to improve communication, personalization, and ongoing service
✅ How to build stronger emotional connections using the client data you already have
✅ Strategies to turn clients into enthusiastic advocates
✅ What it really means to be “referrable” and how to get there
About the Speaker
Brian Leitner, CFP®, ChFC®
Managing Director, Wealth Solutions, Mariner Wealth Advisors
Brian leads national growth and client experience initiatives for Mariner and brings decades of experience advising high-net-worth clients. He’s a dynamic speaker known for hosting the Your Questions, Answered video series and regularly presents at industry conferences. Prior to Mariner, Brian held senior planning roles at UBS Financial and Ernst & Young.
Registration & Pricing
🎟️ FPA Member Early Bird (through 11/10/25): $49
🎟️ FPA Member Regular (11/11–11/12/25): $59
🎟️ Guest/Non-Member: $98
Continuing Education
This program is eligible for CFP® CE Credit
Complexity Level: Intermediate
CFP Topic Area: Interpersonal Communication
Presented by
Brian Leitner, CFP®, ChFC®
Managing Director of Wealth Solutions at Mariner Wealth Advisors
Special Thanks to Our Sponsor
