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