Chapter events
7:30 - 10:00 am
Presenter: Ajamu Loving, Ph.D., CFP®
Hr 1: The Future of Financial Advice
We live in a world where many things are self-service and on-demand. How does this translate to our industry? In this presentation, we discuss the future of client relationships – specifically, what expectations does the next generation have for advice? We’ll profile the future client – summarizing elements presented in our millennial mindset program – and discuss an overall next-gen model for service.
Hr 2: The Business Value of Diversity
Not only is the world experiencing largest transfer of wealth between age groups from generation to generation, but also the world is seeing a change in the face of who inherits that wealth. The “ideal client” can’t really be summarized as many advisors had felt they were able to in the past. Dr. Ajamu Loving leads this course in understanding diversity in our industry, and how different individuals from different backgrounds may change the way advisors are expected to service their clients.
RSVP by September 20, 2021
video highlight
Come check
out FPA
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.
Previous
videos
join the conversation
- Join a community
- Adjust how often you receive posts
- Pose a question to your peers
- Share a useful document or resource
FPA - Connect
