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October 2018 Chapter Meeting
October 12, 2018 @ 11:30 am - 1:30 pm
Performance Excellence:
Asset Acquisition Success Through Community Involvement and Philanthropic Planning
Overview:
Please note that the session information has been updated. This session will focus on philanthropic planning. Advisors will gain from this session:
– How to help clients fulfill their charitable / philanthropic intents by creating a “Family Giving Plan”.
– How to be a Family Wealth Management Advisor through philanthropic planning with clients.
– How to create events that honor clients and the charities they support.
– How to be involved in their community.
Session Objective: Philanthropic planning
1.5 hours CE has been granted by the CFP Board for this session.
About the Speaker:
Susan E. Kay is a vice president and a director of business development at MFS Fund Distributors, Inc., a subsidiary of MFS Investment Management® (MFS®). She has been with MFS for more than 25 years.
Susan has more than 30 years of experience in the financial services industry. In her role as a director of business development at MFS, she has traveled extensively, meeting on a daily basis with top advisors from a wide array of firms. She has been invited into their practices and learned about what has led to their success. She has asked advisors about how they market themselves, how they maintain visibility, how they treat their clients to a consistent five-star experience, how they get referrals effortlessly and how they have essentially created raving fans out of their clients.
Susan has lectured widely and is frequently invited to speak on a variety of topics, ranging from developing a client-centric practice and exceeding client expectations to marketing oneself effectively. She shares ideas that develop strong generational reach and tactics that create unparalleled five-star experiences, lectures on using community involvement as a driver for acquiring new clients, highlights strategies for engaging clients in philanthropic planning and reveals tactics that lead to success in marketing to women. She is known for her competence and experience in developing practice strategies in the industry. Susan is a 13-year member of the National Speakers Association.
Cost:
Early Registration $40.00 members $60.00 non- members.
At the door $60.00 for FPA members, $75.00 non-members.