Dear Forum Members,   As many of you know, I'm actively involved in The Emerging Advisors Forum based in San Francisco.  We're having our next meeting on Tuesday, September 27th on an important topic.  For Bay Area Locals, all are welcome to attend in person.  Outside SF, feel free to dial-in.  There is no charge to attend.   Emerging Advisors Forum

 

 

 

 

 

THE ART & SCIENCE OF CLIENT ACQUISITION

 

Date/Time:     5:30 p.m. (Pacific Time) – Tuesday, September 27, 2011; Golden Gate University – Room 5311

 

For those who cannot attend in person:

 

      Conference Call In Number:  712.451.6055 / Access code:  262069

 

Location:

 

http://maps.google.com/maps?f=q&hl=en&q=536+Mission+Street,+San+Francisco,+CA&ie=UTF8&z=15&om=1&iwloc=addr

 

Memo: 

 

The Financial Planning Association of San Francisco is pleased to present an educational session to members and non-members who are interested in learning more about client acquisition.  Hear from experts in the field discussing their experiences and receive valuable perspectives on the subject. 

 

PANEL SPEAKERS:

 

Ms. Cathy Curtis, CFP®, Curtis Financial Planning [www.curtisfinancialplanning.com]        Ms. Kristin C. Harad, CFP®, VitaVie Financial Planning [www.newparentfinances.com]

 

AGENDA:

 

Thoughts and Considerations on client acquisition Tips on crafting your message, building a niche and finding new clients Panel Discussion

 

MARK YOUR CALENDARS:

 

Monday, OCTOBER 24TH                    5:30 p.m. / Golden Gate University / Room TBD   

Room 5311                                         Sales Training for the Non-Sales Professional

 

Wednesday, NOVEMBER 30TH                      5:30 p.m. / Golden Gate University / Room TBD

Room 5311                                         Topic TBD