Let's Change Tomorrows. Let's Start Today
A terrific line up of speakers and topics awaits you at the 2021 Carolinas FPA Symposium! Be sure to mark your calendars and register when registration opens on May 1.

CLICK ON A SPEAKER NAME TO LEARN ABOUT THEM




Detailed information on the topics will be coming SOON!
UPCOMING EVENTS
FPA of Charlotte has several great events coming up in the next few months! Mark your calendar for:

Ethics | May 18 | 9am-12pm (virtual)

IN PERSON SOCIAL | June 10 | Location TBD | 5PM-7PM

ESG Webinar | June 15 | 12pm-1pm

Click HERE to see the full schedule and to register
PARTNER FEATURE
CONNECTING PARTNER
John Dohn (john@themsicorp.com)

Risk Management made Profitable
 
Many of you will recognize Captain Kirk’s words at the beginning of Star Trek episodes, “Space, the Final Frontier, these are the voyages of Starship Enterprise.” Risk, and how to manage risk, is a voyage that business owners navigate whether they want to or not. Instead of letting risk control you and your practice, it is simple and profitable to create your own risk management plan. As a financial advisor, you manage risk for your clients and have the skills to manage your own risk, which benefits your bottom line. Strong risk management (RM) plans are proactive, develop incrementally over time, and adapt to changes. Before starting your RM process, business owners should have an open mind about the strengths, weaknesses, and opportunities in their practices. Many risks are known; however, the most dangerous risks are those we do not know exist. There are four steps followed in many RM plans: risk identification, risk avoidance, risk mitigation and risk transfer. Read more...
Is your company looking for a great way to get in front of new clients? Consider a partnership with FPA of Charlotte. Learn more.
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