October Chapter Meeting

October 24, 2018
11:30 AM - 1:00 PM
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Pappadeaux at La Cantera
15715 I-10
San Antonio, TX 78257
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Stephen de Man

Senior Associate at Dimensional Fund Advisors

How well do you understand your clients? Does your perception of how you serve and engage your clients match reality? Join Dimensional to hear insights from their latest advisor benchmark study and investor survey.  In a unique combination of advisor feedback and investor feedback, we explore the following topics and more:

  • What are the advisory community’s top challenges?
  • How do advisors develop new business?
  • Do you know what clients fear the most about their personal finances?
  • Do you and your clients measure your value the same way?
  • Are advisors delivering referable experiences and getting referrals?

 

The collective wisdom of over 1000 advisory firms and almost 19,000 investors tells us a great deal about how successful advisor manage their practices and deliver excellent client experiences.

Registration Deadline: Monday, October 22

CFP CE Not Available for this Program

Tickets

$25.00 FPA Members

$40.00 Guests/Non-Members

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