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 WashingtonWednesday, August 26 | 12-1 pmWebinar 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 InvestorsREGISTER TO ATTENDRegistration deadline: August 25Thank you to our Session Sponsor Janus Henderson Investors"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:
About Our Presenter:Riley Horlacher, CIMA®, Director, Advisor Solutions Group, Janus Henderson Investors 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).
Registration fees includes the presentation and materials as provided by the speaker and Continuing Education (CE) credit as appropriate. 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] |