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July 2020 Chapter Meeting – Online Only
July 10, 2020 @ 12:00 pm - 1:00 pm
Overview:
Dialogue of Volatile Markets – strategies outlined in the Advisor Playbook with examples of how advisors implemented the strategies.
Topic: Dialogue of Volatile Markets
Speaker: Chris Jeppesen, First Trust
Featured Partner: Josh Wineriter, TD Ameritrade Institutional
Location: Online Only
About the Speaker:
Chris Jeppesen is Chief of Advisor Consulting at First Trust. For more than 20 years, Chris has been giving financial advisors the tools to develop an efficient business model focused on building long-term client trust and loyalty. He is dedicated to finding and investing his efforts in creative ways to help financial advisors grow their practices. Chris has coached a select group of advisors and collaborates with business development areas of firms with long-standing relationships with First Trust.
The Advisor Playbook (co-authored by Chris Jeppesen) is the culmination of his years of practice management in assisting financial advisors to achieve success through these proven methods and strategies. Chris received his BS in Finance from Northern Illinois University.
Cost:
Early Registration $20 FPA members, $30 Non-members, $10 Students.
Registration: Click here