Financial Professionals

Chapter events

Virtual Chapter meeting
May 18

ZOOM Please register via Cvent

2:30 - 5:00 pm

Building Digital Connections and Mastering Virtual Meetings
Presenter: Brendan Barca
The way in which we interact with clients, prospective clients and team members has changed forever. No longer can you rely solely on in-person communication to create and further relationships. This presentation will help you master the full-cycle of the digital relationship building process. You’ll learn how to use LinkedIn & email to build rapport, how to convert a digital conversation to a virtual meeting, and then finally how to conduct superior virtual meetings with clients & prospective clients. The virtual age is here to stay, are you ready for it?

RSVP by May 17, 2021

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Whether you are interested in growing your business, gaining knowledge, building your network or giving back to the community, the Financial Planning Association of MN Chapter is the place for you! We invite you to come check us out.


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