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May 9, 2023
8:00AM - 9:15AM

FPA Central Ohio presents Effective Ways to Remain Top-of-Mind with Clients

Presented by Paul Kingsman

Fawcett Center

Effective Ways to Remain Top of Mind with Clients

Tuesday, May 9, 2023

presented by

Paul Kingsman

FSP Effective Ways To Stay Top Of Mind

Sending timely, helpful industry updates and economic insights are just some ways advisors can inform and educate clients. However, great advisors show there’s more to their client relationships than simply watching markets. They know hard-mailing correspondence leaves a lasting impression. They diligently watch for information that’s relevant to their client’s lives beyond just market movements.

Learning Objectives:

  1. Ideas that helped us double our financial planning business
  2. What client-sent content is also great for professional referral partners (COIs) and how to best be noticed
  3. Create - AND follow - a systematized approach to connecting with clients and prospects

Tuesday, May 9, The Fawcett Center, 2400 Olentangy River Road - Alumni Lounge

Featured Platinum Partner:

FinGarde

 

We have been granted 1 hour of CFP CE from the CFP Board and have been granted 1 hour of Ohio Insurance CE. Please arrive prior to 8:15am to ensure that you can sign in for CE credits - No Exceptions!

Thank you to our Annual Partners!

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