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August Chapter Membership Meeting: Round Table Discussions

  • Wednesday, August 24, 2016
  • 2:45 PM - 5:30 PM
  • Phoenix Country Club: 2901 N 7th Stree Phoenix

Registration

  • Timely RSVP deadline is generally the Friday prior to the meeting
  • Timely RSVP deadline is generally the Friday prior to the meeting
  • Timely RSVP deadline is generally the Friday prior to the meeting
  • Timely RSVP deadline is generally the Friday prior to the meeting

Registration is closed
Our Lifelong Learning Committee brings you:

Practice Management
Round Table Discussions:

Hiring - Client Deliverables -Compliance and Cyber Security -Succession Planning


Join us on August 24, 2016 for hosted and facilitated round table discussions with your colleagues on what’s working and what isn’t working in the areas of operations, client relationships, compliance and cyber security and succession planning.


We'll provide 4 different discussion topics to choose from.  You can stay at one topic for the entire meeting, or move to one or two additional topics before we conclude.



  • Operations: Best Practices and Tips: Hiring - What kind of positions are you currently seeking?  Where do you find candidates?  Have you used recruiters? ...
  • Client Relationships:  Client deliverables - What deliverables do you provide?  100 page plan?  One-page bullet points? To-do list? Copies of all completed applications? ...
  • Compliance and Cyber Security: Have you addressed the SEC's Cybersecurity initiative?  What steps have you taken? ...
  • Succession Planning:  What is your continuity plan? Do you have an exit plan?  How have you merged with other advisors?  What helps you sleep at night?
Your takeaways will include specific actionable ideas that you can take back to your businesses, building more efficient, more profitable, practices better able to deliver a  superior client experience.

 
Be one of the first 25 to register and receive our VIP welcome!
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Registration opens at 2:45pm

Chapter business:  3:00pm-3:20pm
Round One Discussions:  3:20pm-4:00pm
Round Two Discussions:  4:05pm-4:45pm
Round Three Discussions:  4:50pm-5:25pm
Adjourn:  5:30 pm



FPA
of Greater Phoenix

480-483-9035
Vision:  The essential hub of our Financial Planning community.

Mission:  Connect CFP(R) and associated professionals to the resources they need and the people who need them.
 
c/o Premium Organization
PO Box 4130, Scottsdale AZ 85261
Fx:  480-922-5283

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