2023 CE Summer Social

Wednesday, August 2nd, 2023

Forte Portland | 400 SW 6th Ave Portland, OR 97204

Registration includes: 1 CE course and networking reception with a hosted bar

Session Details

3:35 pm - 4:25 pm
Delivering Priceless Value
Presented by Ryan Radtke, CFA, Capital Group | American Funds

Premium wealth managers are increasingly differentiated by the client experiences they deliver. What do clients expect from you? Is your service delivery based on a “push” or “pull” strategy? This workshop lays out the steps needed to build the framework for a high-quality, competitive client experience. 

Learning Objectives:

• Establish the multiple forms of value you provide your clients.
• Engage with clients to understand their needs and wants.
• Enable a positive client experience with your client service infrastructure.

*Approved for 1 CEU with the CFP Board.

Meet the Speaker:

Ryan Radtke is a relationship manager at Capital Group. He has 10 years of industry experience, all with Capital Group. He holds a bachelor's degree in psychology from The College of Wooster, where he graduated magna cum laude and Phi Beta Kappa. He also holds the Chartered Financial Analyst® designation. Ryan is based in Seattle.

Registration Details

Registration Deadline: Friday, July 28th, 2023

Early Registration (Register by July 14th, 2023)

FPA Chapter Member: $55.00
Non-Member: $75.00

Regular Registration (Register starting July 15th, 2023)

FPA Chapter Member: $65.00
Non-Member: $85.00

Parking

Nearby Parking Garages:

• Alder Street Garage at 615 SW Alder st.
• 97204 & Smart Park at 620 SW 3rd Avenue 97204

Thank you to our Sponsors!

Platinum Sponsor

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Gold Sponsor

Silver Sponsors