Registration opens at 2pm. CE sessions will start at 2:30 pm followed by a happy hour at 5:00 pm.

This program has been created to help financial advisors become trusted partners with their clients. Participants will learn techniques for building rapport, conducting insightful discovery meetings, and effectively presenting financial plans. The course includes educational segments and practical group exercises to reinforce trust-building skills. The workshop emphasizes immediate application, enabling advisors to implement new techniques in their practice immediately.

Following this 2-hour program, attendees will have learned:

The evidence-based and proven methods to build trust and connection with anyone
How to go beyond basic "Goals" conversations to uncover what's truly important to your clients
Psychologically proven ideas to help clients actually follow through on your advice.

Bonus! These techniques work with prospects as well as current clients.

Meet our presenter: Brendan Frazier

As the host of the popular podcast The Human Side of Money, Brendan helps Financial Advisors and their clients master the human side of money. From emotions to behavior, to psychology, he can succinctly discuss how these human behaviors impact our financial decisions. 

Brendan was the founder of Wired Planning, where he built a global training platform for Financial Advisors to develop the behavioral, psychological, and emotional skill set required to serve clients at the highest level.

Brendan has also been named one of Investopedia’s Top 100 Financial Advisors.                                

**Parking details will be included with the reminder email that you will receive a few days before the event. The fee is included in the cost of tickets for this event.

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 Monday before the meeting date. No refunds or transfers will be issued after that date.

Tickets

$54.00 COFPA Members in Person
$64.00 after 12:00 am October 21

$54.00 FPA Members and Partners in Person
$64.00 after 12:00 am October 21

$64.00 Non Members in Person
$74.00 after 12:00 am October 21

$39.00 COFPA Member Virtual Attendee
$49.00 after 12:00 am October 21

$39.00 FPA Members and Partners Virtual Attendee
$49.00 after 12:00 am October 21

$49.00 Nonmember Virtual Attendee
$59.00 after 12:00 am October 21