presented by
Angela Neumann has a wide range of experiences in the Financial Services industry and will share some of the challenges faced in various structures of the Advisory industry. She will answer questions on those challenges and service models and talk through how she has seen it approached from various angles. Everything from practice management, structure, client service, hiring practices, etc. could be touched on. There will also be open table discussion for learning from each other and hopefully coming away more fully equipped to serve clients and move the industry forward.
Tuesday, May 10, 2022, The Fawcett Center, 2400 Olentangy River Road - Clinton Room
7:45am - 8:00am - Registration/Breakfast served
8:00am - 8:15am - FPA Business/featured Sponsor
Featured Platinum Partner:
8:15am - 9:15am - Program
Fawcett Center Parking Pass May 2022 (be sure to click on the pass and print to bring to meeting)