November 14 2018 - FPA Webinar - Know Your Clients' Edge: Lessons from Value Prop Trailblazers
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11/14/2018
When: Wednesday, November 14, 2018
2 to 3:00 pm ET
Where: United States

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FPA Webinar: Know Your Clients' Edge: Lessons from Value Prop Trailblazers

 

According to a new benchmarking study of more than 350 planners conducted in partnership with FPA, leading planners are using deeper client knowledge to blaze new trails in creating value for their clients. The study shows they are doing that in three key ways—by provoking clients, focusing on niches and engaging families. During the program, study insights, case examples and methods of leading planners who are pursuing each strategy will be shared.

 

Course Objectives

  • Apply tools for more holistic, productive engagement with partners and adult children of primary clients
  • Identify the most relevant paths to improving planners' advice value proposition
  • State the three hallmarks of the behavioralist planner profile, and assess planners' abilities to adopt these methods
  • Build communities around best-fit niches for planners' practices

Event Information

Start Time: November 14, 2018 2:00 PM Eastern

Estimated Length: 1 hour

FPA Member Price: Free
Non-Member Price: $19.00

 

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