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Hosted by FPA Tampa Bay

Personal Financial Planning Day @ USF


On January 18, the USF Muma College of Business will make a special announcement about its new personal financial planning program. Immediately following the announcement and a brief reception, industry professionals can participate in a short program: "Better Communications, Better Client Outcomes." Those who wish to stay for the panel discussion will have a chance to talk with USF students who are considering the new personal financial planning major.

Agenda
3:00 - 3:35 p.m. Special Announcement
3:45 - 4:15 p.m. Reception
4:15 - 5:15 p.m. Better Communications, Better Client Outcomes
5:15 - 6:15 p.m. Panel Discussion

USF Muma College of Business is one of the best places in the nation to train the next generation of financial advisors, thanks to its world-class business degree and emphasis on a new personal finance program. Discover how the curriculum for this degree program is being developed by USF academic leaders and industry professionals.

About the Location
Atrium of the USF Muma College of Business

Parking
Free parking will be available for guests who RSVP. Simply stop by the Campus Info Center (located near the Fowler Avenue main entrance, on the right just as you turn on Leroy Collins Blvd. After you pick up your parking pass, head to the Sun Dome. The lots closest to the Muma College of Business are 22A and 22D.

Thursday, January 18, 2018
3:00 PM - 6:00 PM

Location

University of South Florida
Muma College of Business
Tampa   FL  
 
Map for Location




Agenda

 


David Patchen
Senior Vice President, PCG Education and Practice Managmeent
Raymond James Financial, Inc.

Jan 18 2018 4:15PM


Better Communications, Better Client Outcomes


The relation between client communications and client outcomes is understood by financial planning professionals. Establishing trust, understanding client’s goals, setting expectations (client and planner), and updating/adjusting the financial plan that responds or even anticipates life events are based on the quality, frequency, style, content, and methods of communication techniques employed by the financial planner and their clients.

Just as each financial plan is specific to the client, financial planners need to develop and employ communication strategies that can lead to better client outcomes, heightening the client service experience and focuses on the importance of communication and process to set expectations and improve client retention.

Course Relevance:
The session helps Financial Professionals gain understanding of how to implement communication strategies to maximize your time and increase client engagement. The benefits to the client include a more individualized approach that meets their needs in less time. The advisor will have a better understanding of how to connect with the client and prioritize the information shared for each client in a timelier manner.



Sessions

Continuing Education, per session, show accepted hours, or info about CE status. Hover over hours or info for details.


DateCourse Title/DescriptionStartCFP®PACERFC
Jan 18, 2018 Better Communications, Better Client Outcomes David Patchen 4:15 P info 1.00 1.00




Event ID  349