Details
April 18, 2023
8:00AM - 9:15AM
FPA Central Ohio presents Fear No Bear: 3 Habits of Highly Effective Financial Professionals During Down Markets
presented by Scott Passias
Fawcett Center
Fear No Bear: 3 Habits of Highly Effective Financial Professionals During Down Markets
Tuesday, April 18, 2023
presented by
Scott Passias
3 Habits Fear No Bear Presentation
Consumer confidence is at an all-time low and they are looking for leaders. We will explore strategies implemented by highly effective financial professionals as they communicate, educate and activate clients to take action in achieving their goals driving maximum satisfaction. Although 91% of satisfied clients would be willing to give qualified referrals, only 2% are actually asked. We will discuss how to maximize client/practice growth.
Learning Objectives:
- Learn Strategies to Improve Effective Communications with Clients
- Learn Techniques to Maximize Client Education
- Learn Effective Strategies to Compel Client Actions To Take Steps Toward Achieving Goals
Tuesday, April 18, 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 (complete attendance for CE credit is required)
Registration is now closed, as we have given our final guarantee to the venue.
Fawcett Center Parking Pass April 2023 (be sure to click on the pass and print to bring to meeting)
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!
