This event is at capacity and registration is now closed. To join the wait list please send your request to execdir@fpadfw.org.
Client & Business Development Panel
Are you a financial planner who is looking to make important decisions about their career trajectory? Join us for a panel discussion where we will be exploring various client and business development topics that financial planners face. Come learn from successful industry peers how to manage a pipeline, utilize COI relationships, and build client referrals. Don't miss out on this informative and engaging discussion.
Featured panelists (L to R): Jason Loveless, Principal, JCL Solutions Group, LLC; Laura Maxfield, CFP®, Wealth Advisor, Corient; Brandon Ratzlaff, CFP®, Director, Cypress Point Wealth Management
Space is limited. This is a complimentary event for all FPA DFW members & corporate partners. Non-Members $40.
Lunch will be provided.
Topic
Practice Management
Career stage
Learning / Aspiring
Early-Career
Mid-Career
Advanced/Established-Career