October 9 2018 - RIA Group Meeting
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 Export to Your Calendar 10/9/2018
When: Tuesday, October 9, 2018
6:00 PM - 8:30 PM
Where: MassMutual Tri State
186 Wood Avenue South
Lower level of the building - Please Follow signs.
Iselin, New Jersey  08830
United States


Online registration is available until: 10/9/2018
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#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 

 

 

 

 

 

 

 

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