.......Can we talk?

Many of you may recognize that famous expression from Joan Rivers. I have been a big fan of Joan Rivers and her enduring career over the decades. How did she do it? She stayed relevant. She is an inspiration for me to stay relevant in my various roles. It means proving my worth, staying on top of trends, attitudes and behaviors. Showing up and being present every single day. 

I feel like we have begun a new phase in our FPA Chapter and we need to continue to evolve so we stay relevant to our members and partners. We have young planners seeking opportunities and learning experiences from veteran planners. Technology is a driving force in how we communicate and run our businesses.   

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Thanks to all our members who joined us at the Fall Retreat this September and for those who couldn't make it, you missed out on a great event! The new venue of Normandy Farms offered a great spot to hear our presenters, spend time with sponsors and network with fellow FPA members.

Matt Oechsli kicked off the morning with an excellent program discussing deepening client relationships and building new high net worth client connections through a combination of business and social activities. Top advisors with whom he consults are having great success in growing their practices in what Matt called the next big wave of business development, bigger than what cold calling and seminar marketing were of decades past and a methodology that is a must for advisors of the future. He clearly resonated with the audience as we had to pull him off the stage as time ran over despite still fielding great questions and insight from FPA members.

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Click here to view Fall Retreat photos!