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SUMMARY:July 2019 Chapter Meeting
DESCRIPTION:Overview:\nTOPIC: Business Planning Beyond the Numbers\nSPEAKER: Teresa Riccobuono \nAttendees will learn what it takes to prepare a comprehensive business plan\, including the foundational pieces\, client service aspects\, client acquisition strategies\, as well as how to create a staff development plan. Then turn it all into an implementation plan\, including a list of actionable items assigned to team members with due dates. \n1.5 hours CE available pending approval by the CFP Board \nFeatured Partner: Mike Ryan\, Michael Ryan & Associates \nAbout the Speaker:\nTeresa started her career in 1997 as a financial advisor. Her career has evolved into a practice management and recruiting specialist for the industry. Teresa is a frequent contributor to Advisor Perspectives and an occasional contributor for Michael Kitces. She’s the Public Relations chair for our East Bay chapter. \nCost:\nEarly Registration $40.00 members $60.00 non- members.\nAt the door $60.00 for FPA members\, $75.00 non-members. \nClick here to register
URL:https://www.fpasv.org/event/july-2019-chapter-meeting
LOCATION:Maggiano’s Little Italy (at Santana Row)\, 3055 Olin Ave #1000\, San Jose\, CA\, 95128\, United States
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