The theme for the 2018 conference is “Bridging Generations: Financial Planning For Young And Old.”
To learn more about this event and chapter of the FPA, click HERE.
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.
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.