how successful advisors do business but were afraid to ask
The first of these events was a great success - booked to capacity. The feedback from those that attended was very positive, so, we will continue to host these types of roundtable lunches throughout Fairfield County. Our next event on Wednesday, March 27, will be held at Prime One Eleven, 51 Monroe Turnpike, Trumbull, CT 06611.
Secrets of Success:
Everything you wanted to know about how successful advisors do business
but were afraid to ask.
This new lunchtime series of events for current and prospective FPA members will be an opportunity for advisors from around the region to meet and share ideas specifically about current practice management topics including:
-- Technology
-- Compliance
-- Practice development
-- HR
-- Business models
-- Fee trends
-- And more...
There will be no "presentation"
Instead, these events will be held in a roundtable format. There will be a practice management topic chosen for each event and that topic will be the jump off point for the group to discuss. From that initial talking point, the conversation will then be free to evolve on to any and all practice management topics the group wishes to focus on.
Why Attend?
We have found that one of the greatest benefits our members derive from belonging to FPA is the ability to meet with other advisors and share ideas...
Have you ever wondered how some advisors made the switch to fee only?
Are you curious about which Financial Planning software platforms work and which don't?
Interested in learning about how other advisors set their fee schedules?
Well, then, this will be an event for you!
These roundtable discussion groups are being organized by FPA CT-Fairfield, but any and all FPA members from any Chapter are welcome and encouraged to attend.
Non-FPA members are also welcome to attend one roundtable discussion. After that, they will be encouraged to join the FPA in order to attend future events.
Some Details
Due to the nature of the roundtable format, these discussion group events will be limited to the first 14 registrants.
As interest dictates, we will expand the number of these roundtable discussion groups and vary the locations throughout the Greater Fairfield County region.
These initial roundtable discussions will be moderated by Chuck Failla, CFP®, Director of Pro Bono & Public Awareness, FPA CT-Fairfield County.
