Wealth Client Servicing: The New Normal & The Way Forward

    September 25, 2020
    12:00 PM - 1:00 PM
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    Zoom Conference


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    Cameron Marston 
    Zoom Conference
    1 hour CFP CE approved

    Generational biases and preferences can unwittingly separate financial services professionals from their clients. Financial professionals must learn to adjust their language, preferred communication channels, and preferred meeting habits and frequency to their client’s generation to best communicate their value and maintain relationships.  The Covid economy has had an impact on generational attitudes towards financial services as well as how each generation is reacting from the stresses presented by today’s uncertainties. The special relationships earned by financial professionals with their clients serves as an opportunity to serve clients in new ways that will build new levels of trust, loyalty, and referrals.

    Cam Marston is the leading expert on the impact of generational change and its impact on the workplace and marketplace. As an author, columnist, blogger, and lecturer, he imparts a clear understanding of how generational demographics are changing the landscape of business.
    More about Cam Marston

    FPA members $25  * FPA members from all chapters are welcome. Please email [email protected] with FPA ID.
    Non members  $50

    After paying through Paypal, please return to this page to complete registration.
    You will be emailed a Zoom invitation upon registration completion. You must complete the Zoom registration to receive the password and CE credit.


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    Tickets

    $25.00 FPA Member. If FPA member of any other chapter, please email [email protected] with FPA member ID an chapter name.

    $50.00 Non Member

    Refund Policy

    We are committed to pay for each reservation made. If you cannot keep your chapter meeting reservation, please contact [email protected] as soon as possible, but not later than 24 hours prior to chapter meeting start.

    Forum cancellation requests must be received on or before the venue reservation date in order to receive a refund less a $25 processing fee. There will be no refunds for cancellations made after the venue reservation date. Registrants are responsible for cancelling their hotel reservations.