Client & Business Development Panel
Are you a financial planner who is looking to make important decisions about their career trajectory? Join us for a panel discussion where we will be exploring various client and business development topics that financial planners face. Come learn from successful industry peers how to manage a pipeline, utilize COI relationships, and build client referrals. Don't miss out on this informative and engaging discussion.
Space is limited. This is a complimentary event for all FPA DFW members & corporate partners. Non-Members $40.
Lunch will be provided.
Topic
Practice Management
Career stage
Learning / Aspiring
Early-Career
Mid-Career
Advanced/Established-Career