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2019 September Fall Summit
Hilton Garden Inn - Downtown Bellevue 10777 NE 10th Street Bellevue, Washington 98004 United States View additional information
Thursday, September 12, 2019, 7:15 AM - 12:15 PM PST
Category: Events
Register for the FPA September Fall SummitJoin FPA of Puget Sound for a brand new event: a half-day intensive workshop in downtown Bellevue! Network with your peers and friends and enjoy some breakfast while you are treated to 4 exciting sessions ranging in scope from Relationship Marketing to Medicare to Home Equity Conversion Mortgages. In addition, we will have a panel of local planners on hand to discuss their business models, trends in the industry and the challenges they face in the complex world of Financial Planning. Earn up to 2 CFP credits. Members: $55 Program Agenda
Details: Relationship Marketing Panel How to combat the rising influence of the "robo" adivsor in our changing world? Why is relationship building more important than selling? How do we facilitate that through providing value, education, and staying top of mind? By utilizing seminar marketing to gain new prospects, provide value and presenting yourself as an educator in your community. It is said that 90% of financial advisors fail in their careers, and the amount of CPAs in the nation declines every year. A large reason is because of the lack of clients. The tools available in today's market place are extensive, choosing the correct path can set you apart from teh others in your industry. The key to success isn't just picking the right method, it is picking a method that is scalable. "Medicare Solutions for Your Clients"Do You Have a Medicare Solution for Your Clients? An Expert Health Insurance Advisor Can Be Key to Protecting Your Clients’ Financial Health in Retirement About 14% of Washington state residents are 65 and older. By 2030, that proportion will increase to 20%, or one in five. The growing volume of those aging in to Medicare means that today’s successful planner will understand the basic needs of clients in this demographic and be prepared to offer expert Medicare resources that can help guide them through the complex world of insurance plan selection to protect both their personal and financial health. Learning Objectives:
Speakers: Lindsey Carlson & Kevin Peterson from Connexion Insurance Solutions "Hidden Wealth: Unlocking Home Equity for Retirement Planning"
Speaker: Allen Chao from Longbridge Financial Join us for a lively panel discussion with four CFP® professionals. They’ll describe their business models and respond to a series of thought-provoking questions about their journey to financial planning, what they enjoy (and don’t enjoy) about the profession, challenges they have faced and those they see on the horizon and much more. We anticipate it to be insightful and informative for members in all phases of their careers.
Speaker Bios: Lindsey Carlson, Connexion Insurance Solutions Allen Chao, Longbridge Financial
Kevin Peterson, Connexion Insurance Solutions
Andrew Saksa is a media marketing expert, Vice President, Financial Services Division of ReminderMedia.com, a Philadelphia based media and marketing firm currently ranked Philly Top 100 and Inc. 5000 Magazine fastest-growing companies three years consecutively. His primary roles include running the Financial Services Division and business development. Previous to ReminderMedia, he Co-Founded MyPistevo a mobile application for criminal background checks and was instrumental in structuring alliances with IDateUS, MateSafe, Houston Social, AmberNealPresents, SinglesofFaith and Elitemate. From 2010-2015, Andrew volunteered as a Grief facilitator for New Hope for Kids in Maitland, Florida a nonprofit organization that helps grieving children and surviving spouses with the loss of a parent or spouse.
Brad Swineheart is the Executive Sales Manager for White Glove. He has helped grow the client success team at White Glove from 12 employees to now over 50 highly trained seminar coaches and account managers. Guiding the team that is working with over 1500 advisors who have completed over 10k seminars. Now in his primary role, Brad oversees creating strategic partnerships with financial institutions all across the US and Canada. Meeting with decision-makers and C-level executives at financial firms and other professional service companies to build relationships on behalf of White Glove. Helping to find a way to help advisors grow their bottom line without doing a ton of work and taking on a lot of risk. |