- This event has passed.
FPA Sydney Chapter – Master Class
- Start
- May 1, '14 - 7:00 am
- End
- May 1, '14 - 9:30 am
- Cost
- $75
- Venue
- The Grace Hotel, (Level 1, Pinaroo Rooms 4-5)
-
Address
- 77 York Street, Sydney, NSW, Australia, 2000
Winning High Net Worth Clients – The professional first appointment
The Sydney Chapter Committee cordially invite you to attend the forthcoming Master Class Seminar on Thursday, 1 May 2014.
The importance of your first appointment with a new client can never be underestimated. During this session you will learn how to gain maximum value in your limited appointment time from guest speaker, Neil Kendall CFP®, Managing Director of Australia’s most awarded financial planning practice, Tupicoffs.
Find out how Neil and the advisers at Tupicoffs have successfully engaged long term multi-million dollar clients on a fee only basis, for over 10 years.
Neil will provide you with a professional practitioner’s view on how to:
- Engage with new clients
- Position your fee
- Present a unique value proposition
His implementable tips will allow you to perform better at your very next client appointment; whether it be pro bono, or a client with millions of dollars!
Breakfast will be provided and I will give a brief FPA and Chapter update.
RSVP: Thursday, 24 April 2014
CPD: 1.5 points