(925) 778-1165 eastbayfpa@gmail.com

Date(s) - October 7, 2020
12:30 am - 2:00 am


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:
Susan Kay is a vice president and director of business development at MFS Funds and she has over 30 years of experience in the financial services industry. She travels extensively meeting with top performing advisors every week, is a highly rated speaker and tremendous supporter of the FPA in Northern California.


Click Here for the meeting handout