This presentation will explore communication techniques and client data collection practices that form the foundation for stronger relationships and more meaningful financial conversations. Earn 1.5 hours of CFP® CE credit while building practical communication skills you can apply with clients right away.
Enjoy an opportunity to get an inside look into a successful local firm! You will have an hour with a firm owner to pick their brain and learn more about building a career in financial services. You will also learn more about the various business and compensation models practiced by firms of different types and sizes.
Join this regional presentation with Amy N. Mullen, CFP®, President of Money Quotient, who will explore what behavioral science can teach us about motivation, ambivalence, and lasting change.
Join us for a complimentary networking social facilitated by FPA Silicon Valley Next-Gen, a community within the Financial Planning Association focused on supporting the next generation of financial professionals and career changers.
Join FPA Silicon Valley for La Dolce Vita Holiday Luncheon & Merriment—a festive Italian-inspired celebration filled with delicious food, holiday cheer, laughter, and plenty of merry mingling. Dress in Festive Italian Resort Casual—think red, green, white, gold, blue, florals, or your favorite holiday shirt. Come hungry, come festive, and get ready to mangia, mingle, and make merry!