FPA Philadelphia NexGen Professional Development Series 

BUSINESS DEVELOPMENT PANEL

Join us as our three panelists provide insight on how to build your network, develop business and effectively use social media. Bring your questions for an interactive discussion! Following the panel, cocktails and appetizers will be served.

Moderator: Christopher Vassallo, CFP^®
                               Financial Planner, RTD Financial Advisors, Inc.

Panelists:  

Joe Anthony
Partner, President of Financial Services at Gregory FCA

Joe Anthony is a PR Strategist with 13 years’ experience in public relations and financial communications. He is responsible for leading the agency's financial services PR unit, providing strategic counsel on a wide range of financial service industry engagements.

Amy Sitnick
Senior Marketing Manager at SEI

Amy Sitnick is the social media contributor for Practically Speaking and also serves as a Senior Marketing Manager for the SEI Advisor Network. In this role, she is responsible for the overall social media marketing strategy for the SEI Advisor Network, including managing the Practically Speaking blog, as well as the SEI Advisor Network’s presence on Twitter, Facebook, and LinkedIn. She loves to consult with advisors on using social media in their practices.

Beth D’Andrea, CFP®
Founder and Financial Planner at PlumTree Financial Planning

Beth founded her financial planning business to help clients take control of their finances and build wealth through personalized, collaborative long-term planning. Beth's goal is to get clients comfortable with their financial decisions and free up more time for them to concentrate on what's important to them.        

This event has been graciously sponsored by

 

Register Now!