#FPANJRIA

Date: Tuesday, October 9, 2018

Topic: Panel Discussion about workflows and systems focused on RIAs.

Time: 6:00 PM - 8:30 PM

Location: 

MassMutual Tri State
186 Wood Avenue South
Lower level of the building - Please Follow signs.
Iselin, NJ 08830

Description:

Please join us for the inaugural program of the FPANJ RIA Best Practices Group with a panel discussion on workflows and systems in your RIA. As soon as your firm grows beyond just a few clients, you will need to institute workflows to ensure a consistent and reliable client experience. Workflows support an organization to guarantee nothing falls through the cracks and allow tasks to be repeatable and improves tracking and accountability. The panel will discuss the workflows in their own firms and discuss how they developed them and the tools they use to be successful. Bring your questions!

Fees:

FPANJ Member - $10

Non-Member - $20

Credits: There are no credits available for this meeting.

Light dinner & refreshments will be available.

Moderator:

Thomas Duffy, CFP®, MBA
President
Jersey Shore Financial Advisors, LLC

Panelists: 

Timothy A. Knotts, CFP® Co-Owner & Senior Planner The Hogan-Knotts Financial Group, Inc.	Chris Schiffer, CFP®, MBA, CPA, AIF® Executive Vice President & Chief Operating Officer AEPG Wealth Strategies	Diane MacPhee, CFP®, PCC Owner & Business Coach DMAC Consulting Services, LLC