Fall 2022 Advisor Conferences – Panel Appearances
We’re entering the dog days of summer, where we’re more likely to receive an out-of-office than a “what’s the ETA on this.” But as autumn arrives, so too does Advisor conference season and an always busy Q4.
Here’s where we will be participating this fall (so far). Word on the street is that networking/socializing/talking to strangers in general is back in a big way, so we’d love to connect in person, or see you on our Zoom screens.
FPA’s Women and Finance Knowledge Circle – October
🗓 Virtual | October 13th at 12:00 pm CT
🎙 Speaker: Connecting Your UVP to Your Business Development
During this session, we will review the process of developing a unique value proposition (UVP) and dive into the strategic ways to utilize your UVP in your business development and growth tactics. You’ll come away with a plan to put your UVP into action. FPA members can join the session by registering through FPA Connect.
Dimensional Practice Management Symposium
🗓 Charlotte, North Carolina | October 26th and 27th
🎙 Speaker: Building Strategic COI Relationships
Client referrals continue to be the top inbound growth channel for financial advisors. Referrals from COIs continue to lag, yet advisors replicate their COI strategies year after year. During this session, we will uncover methods to engage your COIs in a more tactical way — the way that actually gets you the RIGHT referrals while also adding value to your current client base. Check with your Dimensional Regional Director for information on registration.
FPA National Conference
🗓 Seattle, Washington | December 12-14
🎙 Speaker, Breakout Session: Gray Divorce, Living Together, and Elder Care: Handling the Transitions
🗓 Monday, December 12, 2022 10:00 AM – 11:00 AM PDT
CE: 1 CFP CE Credit(s)
How to create an action plan for dealing with clients and their adult children when a retired parent starts a new relationship.
- Understand key trends in gray divorce and cohabitation among those over 50 and older.
- Identify the financial planning, estate planning and healthcare planning issues faced by retired clients when a new partner is introduced into the family unit.
- Develop a clear communication plan for addressing the issues with adult children clients about talking with their re-partnered parent.