The Unique Traits of World-Class Advisors

Susan E. Kay, Business Development Consultant

Meeting Details:

Susan’s presentation will provide insights into the practice management techniques of the very best advisors in the industry that help keep them ahead of the evolutionary demands of their clients. Points she will cover are:

• common traits of this successful group
• how they form and maintain successful partnerships
• how they are able to continuously raise their minimums to generate further growth, with fewer clients
• their client acquisition strategies and tactics as well as share results of the annual Wealth Management Survey

Susan is uniquely qualified to speak on this topic with more than 27 years of experience in the financial services industry. In her role as a business development consultant at MFS Investment Management, she has traveled extensively, meeting on a daily basis with top advisors from a wide array of firms. She is a six-year member of the National Speakers Association.

Advanced Registration:

$35 - FPA Members
$40 - FPA Non-members

Register Online using your credit card.

Advanced registration ends February 8.

Note: You may continue to register online after February 8, but you will be charged at-the-door pricing. Online registration closes February 10.

Cancellation Policy: The cancellation deadline for a refund is Monday, February 8. If you are unable to cancel prior to that date, you are welcome to send someone in your place.  There are no refunds after February 8.

At The Door Registration:
(Cash or Check)

$55 - FPA Members
$60 - FPA Non-members

This Meeting Proudly Sponsored By
Heffernan Insurance Group