Secrets of Success
Everything you wanted to know about how
successful advisors do business, but, were afraid to ask.
The FPA CT (New Haven & Fairfield County Chapters) are excited to announce a new program for current & prospective
In lieu of a formal presentation, we have assembled a panel of your peers who are willing to engage in an interactive 'roundtable' discussion about some of the best practices that have brought their businesses to the next level. Similar to the 'Secrets of Success' luncheon meetings hosted regularly by the Fairfield County chapter, this event is designed to highlight one of the biggest benefits of FPA membership: learning from others.
In addition to responding to questions posed by attendees, the panelists will cover various aspects of practice management including: technology usage, asset management and planning processes, pricing/fee schedules and client service models.
Please click on "more event details" link below for more information and to register.