The FPA CT-Fairfield County Chapter continues to look for opportunities for advisors who are new to our profession to learn from their peers and will be hosting a FREE NexGen+ After Hours event on Wednesday, May 16th, 5:30pm to 7:00pm at Brother Jimmy's Barbeque in Stamford. After a half hour of networking, we'll dive right into the program.
As an advisor, you typically add value to your clients that goes well beyond managing investments. But how well do you communicate your level of personal value in relation to fees? Our presenter, Brian P. Maregni, CRPCA®, a Senior Vice President and Business Consultant with John Hancock Investments, will provide actionable ideas on how to articulate your expertise, be confident in how you set and address fees, and understand how your personal brand can attract new business and grow assets under management.
Brian, who has been with John Hancock since 2004, attended Saint Michael's college where he played hockey and baseball. He has two children and lives in Stamford.
This event is intended to support the next generation of financial planners. By next generation, we mean not only those that fall into the typical NexGen age group, but also CFP® students, new planners, and career transitionists of all ages... and we welcome more seasoned planners, allied professionals and educators who wish to connect with this group.
We hope you can join us for this free event which is an opportunity - no matter your age or experience - to grow your network, to learn business success strategies, to discover new ways to market yourself and/or your practice, and to make meaningful connections.
RSVP by Monday, May 14th, by contacting
Lori Somerville, at 877-777-0600 or firstname.lastname@example.org.