Events / Event Info

Event Details

"FPALA NexGen - Digital Client Communication"
Event Details
Thursday, August 13, 2020
Program: 1:00 P.M. - Adjourn: 2:00 P.M.

(818) 558-3908
RSVP NOW

Reservations will be taken until August 11th.

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Cost
 pre-registeredAt the Door
Member $0 $25
Non Member $15 $40
 
Guest Speaker(s):

Ben Carlson, CFA, awealthofcommonsense.com Blog & Animal Spirits podcast
Ana Trujillo Limón, Senior Editor – Journal of Financial Planning


Event Schedule:

Event Details:
FPALA NextGen invites you to a stimulating conversation about using compelling communication to engage with clients. We are excited to host this panel with two people who live and breathe communications: blogger & podcaster, Ben Carlson, CFA, and Senior Editor of the Journal of Financial Planning, Ana Limón Trujillo.

Going remote has disrupted traditional client communications, but this is an opportunity for advisors who can connect with their clients affectively online. Whether through blog posts, newsletters, podcasts, or videos, thoughtful client communication is a critical skill for the advisor of the future. Join us for this deep dive into what key elements make for great client communication and experience when in-person is no longer an option.


 
RSVP NOW

Reservations will be taken until August 11th.

Speaker(s):

Ben Carlson, CFA, awealthofcommonsense.com Blog & Animal Spirits podcast

Ben Carlson, CFA is the Director of Institutional Asset Management for Ritholtz Wealth Management. He is the author of three books, most recently Don't Fall For It: A Short History of Financial Scams. Ben is also the creator of the blog A Wealth of Common Sense, a co-host on the Animal Spirits podcast and a columnist for Fortune Magazine.


Ana Trujillo Limón, Senior Editor - Journal of Financial Planning

Ana Trujillo Limón has worked in the communications and media industry for more than a decade. She chose this field to tell peoples' stories and make information understandable to the community. She is currently the senior editor for the APEX Award-winning Journal of Financial Planning, editing peer-reviewed and practice management content for financial planners. She is also editor of the Financial Planning Association's Next Generation Planner and Practice Management Blog. Ana works in conjunction with the diversity team at FPA to leverage FPA's media platforms to share content on the development of successful diversity and inclusion initiatives.



Please note: Reservations for the meetings must be made in writing and cannot be taken over the phone. You can either print the reservation form and fax it to the office or register online. Cancellations must be made 72 hours in advance to avoid being charged.

Please call the FPALA office at (818) 558-3908 with questions
Upcoming Events:

13
Aug
 
FPALA NexGen - Digital Client Communication
Thursday | August 13, 2020 1:00 P.M.
20
Aug
 
FPALA Education Event
Thursday | August 20, 2020 12:45 P.M.
10
Sep
 
FPALA New Members And Board Opportunities Networking Coffee Chat
Thursday | September 10, 2020 8:30 A.M.
24
Sep
 
FPALA NexGen Study Group via Zoom
Thursday | September 24, 2020 6:00 P.M.
17
Oct
 
ProBono: Financial Planning Day
Saturday | October 17, 2020 10:30 A.M.
22
Oct
 
FPALA Allied Mixer
Thursday | October 22, 2020 6:00 P.M.
24
Oct
 
FPALA NexGen Behavioral Finance via Zoom
Saturday | October 24, 2020 1:00 P.M.
10
Nov
 
FPALA NexGen Study Group
Tuesday | November 10, 2020 1:00 P.M.
19
Nov
 
FPALA Monthly meeting
Thursday | November 19, 2020 12:45 P.M.
View Calendar >>
 

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