Details
May 13, 2025
7:45AM - 9:15AM EST
FPA Central Ohio Presents: Pathways To Growth
Fawcett Center, Ohio State University
Tuesday, May 13, 2025
7:45AM - 9:15AM
presented by
Max McQuiston, Capital Group
About the program: Dive into findings from Capital Group’s 2024 Advisor Benchmark Study, which surveyed over 1,500 advisors to uncover the skills and strategies that fueled exceptional growth among top-performing practices.
Now in its fourth edition, the study highlights five essential growth drivers—Product Innovation, Market Expansion, Customer Experience, Operational Excellence, and Talent Development. These insights reveal where advisors can focus their efforts to drive meaningful improvements, achieve long-term scalable success, and continue optimizing their practice.
About the speaker: Max McQuiston is an Advisor Practice Management Consultant at Capital Group, with 30 years of investment industry experience. Before joining Capital Group, he was a senior vice president at Fidelity Investments and has held roles at Raymond James and Hartford.
Max holds an MBA from Brigham Young University and a bachelor’s in economics from Weber State University. He is a Certified Financial Planner®, Certified Investment Management Analyst®, and Retirement Management Advisor®.
Max is passionate about helping advisors enhance client satisfaction, hiring, teaming, and succession planning. He and his wife, Cami, reside in Kaysville, Utah. They have four children—two of whom are married—and five grandchildren.
REGISTER HERE
Date/Time: Tuesday, May 13, 2025, 7:45-9:15am
7:45am - Registration and Breakfast
8:00am - Announcements and Program
Location: The Fawcett Center, 2400 Olentangy River Road - Clinton Room
Free parking is available on the paved lot outside of the Fawcett center and a parking pass is required.
Parking passes are now digital! Detailed parking instructions will be sent via email to registered guests in the days leading up to the event.
Continuing Education:
FPA COH will apply for one hour of CFP credit and one hour of Ohio Insurance CE. Please arrive on time to ensure that you can sign in for CE credits.
Event Cost:
FPA Members - $35
Student Members - No charge
Season Pass Holders - No charge
Non-Members/Guests* - $55
Student Non-Members** - $30
Guest and Student Cost Notes:
*First Time Guests - No charge (one-time registration only). If you have previously registered for an FPA Central Ohio meeting, the non-member fee of $55 will apply.
**Student Non-Members - Students may attend up to 2 programs at no charge. After that, the cost is $30 per meeting. If this is your first or second visit, please contact admin@fpacentralohio.org to complete your complimentary registration, and your charge will be removed. Payments are non-refundable. A valid student ID is required at check-in.
Registration and Cancellation
Please register by 12:00 PM on May 12, as availability cannot be guaranteed after this deadline. Cancellations will be accepted until 12:00 PM on May 12; after that, no refunds or credits will be issued.
