| Topics may include:
- How do you communicate your value?
- How to generate referrals. Can you utilize your centers of influence to your advantage?
- Do you conduct client events? What works best and what does not work?
- How do you conduct quarterly or annual reviews? What does a typical agenda look like?
- How do you deal with regulations around Reg BI? If you don’t have to deal with it now, will you have to in the future?
- What kind of marketing is most effective for you? Does Social Media Marketing work?
- How do you construct portfolios or perform due diligence on the portfolios you provide to clients?
- How do you charge for financial planning?
- Steps to Succession planning
- Methods you utilize for your clients to reduce tax burdens; such as; tax harvesting, QCD’s, Trusts you favor, any particular positions you strategically place in your portfolios to enhance tax efficiency.
There is a one-time commitment fee of $50 to join FPA Masterminds and you must sign a Non-disclosure agreement and a code of conduct.
Meetings will be held virtually the first Wednesday of the month at 11:30am. Membership is capped at 15 participants, so sign up today! |
