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Secrets of Success: The Client Experience
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Secrets of Success: The Client Experience

 Export to Your Calendar 5/29/2020
When: Friday, May 29, 2020
12:00 - 1:00 P.M.
Where: Online via Zoom Meeting
United States

Online registration is available until: 5/29/2020
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Introducing a new discussion-based virtual series focused on the mastery of financial planning.

Join your FPA of Metro New York peers as we dive deep to explore the skills and practices that can fast-track your success as a planner. Every two weeks, we’ll feature guest experts from the FPA Coaches Corner, the Journal of Financial Planning, and beyond in a series of live panel discussions intended to provide opportunities for planners to ask questions and share ideas, challenges, and best practices.

We're kicking off our first three sessions in May with FPA Coaches. These are informal, conversation-based sessions, so bring your questions! 



Friday, May 29th:


The Client Experience


with FPA Coach Teresa Riccobuono




Join Teresa as we discuss how a thoughtful and intentional client experience can supercharge your success. Have you really put yourself in your client’s shoes? Have you taken the time to define how you want your client interactions to look and feel?  Whether you are a solo-advisor or a large RIA, we'll explore how you can enhance your interactions and relationships with clients in order to develop the perfect client service model.

Teresa Riccobuono, of Simply Organized, is a practice-management and recruiting specialist for the financial services industry, helping financial professionals envision and then develop their ideal financial planning practice. Understanding that great ideas are of little value if unimplemented, Teresa works side-by-side with her clients to be sure ideas are implemented.

Read more about Teresa Riccobuono and check out her resources in the FPA Coaches Corner.


Registration: Free



*We are committed to continue providing high quality CE programming without interruption to our FPA of Metro New York members and community. For the foreseeable future, all chapter continuing education meetings, committee meetings, and study group sessions will be held virtually in line with recommendations from the Center For Disease Control (CDC), New York State, and New York City authorities. 




Financial Planning Association of Metro New York

535 Fifth Avenue, 4th Floor
New York, NY  10017

Phone: 800-322-4237 ext. 7187



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