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FPA of Oregon & SW Washington Chapter Webinar - August 26, 2020
Wednesday, August 26, 2020, 12:00 PM - 1:00 PM PDT
Category: Chapter Meetings

FPA of Oregon and SW Washington


Wednesday, August 26 | 12-1 pm

Webinar Via Zoom

Topic: "The Art of Wow: Building Relationships That Create Clients for Life"

Presented by Riley Horlacher, CIMA®, Director, Global Consulting Group, Janus Henderson Investors


REGISTER TO ATTEND

Registration deadline: August 25

Thank you to our Session Sponsor Janus Henderson Investors

JanusHenderson_Logo_CMYK_Slate.jpg - 636.58 Kb


"The Art of Wow: Building Relationships That Create Clients for Life"

Many aspects of financial services have become hyper-commoditized, yet our research shows that a clients remain loyal (and refer more often) when they perceive that their advisor is unique and delivers highly personalized service. The Art of Wow outlines the keys to exceeding client expectations and creating highly profitable clients for life.

Key Concepts/Learning Objectives:

  • What is Wow?
  • Who/Where to start?
  • How/Framework for delivering wow.
  • Best practices and creative ideas from top teams around the US.

About Our Presenter:

Riley Horlacher Headshot.jpeg - 37.21 KbRiley Horlacher, CIMA®, Director, Advisor Solutions Group, Janus Henderson Investors
Riley Horlacher is Director, Advisor Solutions Group for Oregon, Utah, and Nevada region. In this role, he consults directly with Janus Henderson-related products and the Knowledge LabsTM curriculum, which offers high-impact business and life-enhancing programs. With over 18 years of industry experience, Riley also emphasizes Knowledge Labs practice management and consulting services to RIAs, wirehouses and independent firms. Prior to joining Janus in February 2009, Riley held similar roles at Mainstay Investments and Highland Capital. Riley holds his Series 7, 63 and 65 licenses and CIMA® certification..


Registration Details and Fees (price per individual):

Pre-registration required -- deadline: Tuesday, August 25.

Upon registration, participants will receive a confirmation email with a Zoom registration link and other details. To access and participate in the meeting, you must also register on Zoom for security purposes (very quick 2-step process).

  • FPA Member Price: $15
  • Non-Member Price: $30

Registration fees includes the presentation and materials as provided by the speaker and Continuing Education (CE) credit as appropriate.

REGISTER TODAY!


Continuing Education (CE) Credit:

This program has been approved for 1 (one) credit hour of CFP CE, and  1 (one) credit hour of Oregon Insurance Division CE. Application was made to the Washington State Office of the Insurance Commissioner; they have denied CE credit for this program. Please note while FPA files CE credit for each of our offerings, credit is not guaranteed for this or any program. Approval of programs is solely based on each accrediting authority.

For approved programs, participants must prove participation in the full extent of the activity for FPA to file on your behalf. This is typically tracked upon logging in and out of the session, as well as verified through a unique code/ID announced during the program. Be sure to provide your appropriate certification numbers on the registration form for accurate filing on your behalf. Certificates of Participation for individual record keeping will be provided on a request basis.

   


Contact: Amoreena Burke in the FPA Office at [email protected]