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Hosted by Fairfield County Chapter of FPA Connecticut

A Reality Check for Bond Investing & The Art of WOW: Moments that Create Clients for Life


Don't Miss Our First Dinner Program of the Fall Season!
FPA CT-Fairfield County Chapter
to present
A Reality Check for Bond Investing
(Presentation has been accepted by CFP Board for 1 CFP CEU)
&
The Art of WOW: Moments that Create Clients for Life (practice management presentation/no CE)

A Reality Check for Bond Investing
Peter Ziobro, Senior VP & Director of Fixed Income, Fidelity Institutional Asset Management
This presentation will explore the potential risks and opportunities for fixed income investors. Our speaker, Peter Ziobro, will talk about interest rate volatility, the context of historical interest rates, and key supply and demand considerations. He will also provide a comparison of traditional vs. non-traditional fixed income strategies along with an update on core plus fixed income. He'll wrap with a discussion on the durability of bond securities in both historical and current scenarios.
Learning Objectives: By the conclusion of the presentation, attendees will have added perspective and knowledge as it pertains to effectively advising clients on the construction and utilization of the fixed income portion of their overall asset allocation.
Level of Complexity: Overview

The Art of WOW:
Moments that Create Clients for Life
Mike Scherer, Director, Advisor Solutions Group, Janus Henderson Investors
How well do you rate the client experience that you create? Are you and your team continually delivering WOW experiences, especially to those clients that matter most? Are you aware of the hidden danger of "satisfied" clients? Studies show that affluent investors, "satisfied" isn't good enough. In fact, affluent clients who are merely "satisfied" with your services are less likely to give you additional assets, and worse yet, they can be wooed away by another advisor. Our presenter, Mike Scherer, Director of the Advisor Solutions Group with Janus Henderson Investors, will talk about the hidden danger of "satisfied" clients and what you can do about it in order to build a more profitable, client-centric practice. He will take you through a step-by-step process for driving extreme client loyalty, as well as how to introduce this process to your clients and prospects.

Click "More Event Details" for additional program information and speaker bios.

More Event Details

Tuesday, September 25, 2018
6:00 PM - 8:30 PM

Location

Giovanni's (The Waters Edge)
2748 Post Road
Darien   CT   06820
(203)325-9979
 
Website for Location