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.
November 14, 2018 2:00 PM Eastern
FPA Member Price:
This course is no longer available for purchase.