Details
 

May 10, 2022
8:00-9:15AM

FPA Central Ohio presents From Big Bank to BD to RIA - How to Navigate Challenges

Fawcett Center

From Big Bank to BD to RIA -
How to Navigate Challenges


Tuesday, May 10, 2022

presented by

Angela Neumann, CFP®, CAP®, MSFS

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, 2022The 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:

Charles Schwab

8:15am - 9:15am - Program

Fawcett Center Parking Pass May 2022   (be sure to click on the pass and print to bring to meeting) 

 

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Add to Calendar aCLuDhaqizCaPxAftmqF167204 05/10/2022 08:00 AM 05/10/2022 09:15 AM false America/Detroit FPA Central Ohio presents From Big Bank to BD to RIA - How to Navigate Challenges From Big Bank to BD to RIA - How to Navigate Challenges Tuesday, May 10, 2022 presented by Angela Neumann, CFP®, CAP®, MSFS 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 served8:00am - 8:15am - FPA Business/featured SponsorFeatured 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)    Fawcett Center