The October Chapter Event focuses on improving the way you serve your clients.

11:15 - New Member Orientation
11:30 - Networking
12:00 - Announcements
12:20 - 1st speaker: Tricia Brady
1:20 - Break
1:30 - 2nd speaker: Stephanie Bogan
2:30 - Wrap Up/ Close

Understanding Personality and Emotional Intelligence
Behavioral research suggests that the most effective people are those who understand themselves, both their strengths and weakness, so they can develop strategies to meet the demands of their environment. Emotionally intelligent financial advisors enhance and develop client relationships by communicating efficiently as part of being aware of their natural versus adapted style of client interaction. This discussion will provide you with actionable ideas and strategies you can implement to enhance your emotional intelligence, deepen relationships with clients and continue growing your practice by winning new ones.

Tricia Brady, Vice President, Business Consultant, AssetMark
Tricia Brady has run her own RIA Practice Management Consulting firm; served as the Chief Operating Officer for a mid-sized RIA responsible for day-to-day practice management and business development; as a Relationship Manager providing guidance and support around business strategy, operational efficiencies and best practices to several RIAs in the early stages of running their own independent advisory firms; Chief Operating Officer & Chief Compliance Officer for a multibillion RIA; and Director of Operations at a large MetLife OSJ .

Building a 5-Star Client Service Model
Scaling your services doesn’t mean watering down your value. Define client profiles, segments, and service levels to systematize your specialized process, delivering a client experience that “surprises and delights.” You can deliver predictable, proactive, personalized service in an efficient and enjoyable way.

Stephanie Bogan, Limitless Advisor founder and Chief Possibility Officer of Limitless Advisor Coaching
In her 25+ year career, Stephanie has authored The Power of Practice Management (Bloomberg Press), written columns for Investment News and Financial Planning magazine as well as frequent articles for Kitces.com, FA Magazine and Advisor Perspectives, has been named an Industry Influential, spoken at nearly every major conference and remains a highly sought-after speaker, business strategist and executive coach.  She is also the founder and Chief Possibility Officer of Limitless Advisor Coaching, now in its fifth successful year of teaching advisors to build wildly successful practices and lives they love. In addition to her coaching work, she is a recognized industry thought leader and consults to various corporations, boards and private equity firms on trends and opportunities in the industry.

FPA of Colorado Cancellation Policy

Registration cancellation for a refund or a transfer to the next chapter meeting may be requested by no later than Noon on the Tuesday prior to the meeting date. No refunds or transfers will be issued after that date.

Tickets

$39.00 FPA Members and Partners In Person
$49.00 after 11:59 pm October 25

$49.00 NonMembers In Person
$59.00 after 11:59 pm October 25

$29.00 Members - Virtual Attendance
$39.00 after 11:59 pm October 25

$29.00 FPA Members and Partners - Virtual Attendance
$39.00 after 11:59 pm October 25

$39.00 Nonmembers - Virtual Attendance
$49.00 after 11:59 pm October 25