FPA NorCal Conference

Per the event website, the FPA NorCal Conference has been providing advanced educational sessions to its members and affiliated financial professionals for 46 years. The conference has a national reputationi for providing knowledgeable inspiring speakers and excellent networking opportunities for the more than 600 financial professionals who attend each year. Attendees include members from local Bay Area chapters, as well as financial advisors from all over the US.
This year’s conference will be held in San Francisco at the Palace Hotel.
Click HERE to learn more about this conference.

FPA Retreat 2018

About the FPA Retreat

FPA Retreat offers a spirit of friendly discourse, a shared commitment to improvement and development and a structure without formal boundaries. A format focused on the powerful interactions and connections between planners who have come to view each other not just as peers, but as friends and confidantes, remains a hallmark of the gathering.

Click HERE to learn more about this event.

Advisor Perspectives: Communicating and Building Trust with Clients in a Virtual World

About the Webinar

Carol Anderson, President of MQ Research and Education, joins a panel on a webinar hosted by Advisor Perspectives.

Building trust with clients and prospects is the most important way to have lasting relationships. Find out what research shows on how people assess whether you are someone they can trust. Learn the important kinds of verbal communication and body language that open people to trusting you, as well as techniques that will help you better understand clients. Hear how other advisors have established their credibility and trust with clients. Get advice on how to conduct virtual meetings effectively. Ask questions about how to communicate with difficult clients and change the direction of those relationships.


To learn more and to register, please visit the Advisor Perspectives website.