Partner Webinar

Overview:

Join Louis Retief as he breaks down the fundamentals of the Financial Planning Process into three easy-to-follow steps that will help you and your team create happier, more enthusiastic clients.

We will discuss the importance of building strong relationships with your clients, how to properly develop and implement the recommendations for their financial plans, and how to track the progress and results of those plans.

The Three Fundamentals that create raving fans:
1. Establish strong Client-Planner relationships while you manage the Financial Planning
Process (“The Onboarding Process”)
2. Communicate and implement your recommendations (“Client Projects”)
3. Monitor the results and track a clear service record for your client (“Client Check-ins”)

This session is open to FPA members.
1 hour CFP CE will be available for this session pending approval by the CFP Board.

Topic: Back to Basics: Create Raving Fans by Focusing on the Fundamentals

Speaker: Louis Retief, Co-founder and CEO of Hubly

Location: Online

About the Speaker:

Louis Retief, Co-founder and CEO of Hubly, has been involved in the fintech community for five years, working with two startups in that time. He co-founded Hubly after working in the robo-advisory space where he developed a passion for helping advisors improve the delivery of Wealth Management Services. Since founding Hubly, he has helped more than 60 financial advisors and their support teams optimize their operations by going back to the fundamentals of the Financial Planning Process.

Registration: Click here