9/13/2022 - The Future of Financial Advice (Member $45)

September 13, 2022 (Tuesday) at Oahu Country Club -- 150 Country Club Road, Honolulu, HI  96817

Lunch at 11:30 am                   Program from Noon to 1:15 pm

FPA Members:  Individual Meeting Cost $45.00

Program:  The Future of Financial Advice

Many advisors are faced with multiple rapidly changing industry dynamics and need to evolve their startegy by addressing these changing forces.  This program will help you define and answer the following questions:

What does it mean to be a "financial life manager?  What is the impact toyour practice and the client experience?  What is an advisor's true deliverable?  How do you change the conversation on value by answerting the "right" questions in the marketplace?                            -1- CFP® CE Credit  Approved

MontellaR GS     Speaker:   Robert Montella, Senior Strategist - Goldman Sachs

Rob serves as a Senior Strategist in Business Practices' for GSAM's Strategic Advisory Solutions team. He specializes in the delivery of practice management tools and services designed to improve financial advisors' business efficiency and productivity.

Prior to joining Goldman Sach's, Rob spent 16 years with Ameriprise Financial, most recently as a Managing Partner with RiverSource University. In that role, he was instrumental in the development and implementation of a program that provided performance coaching and practice management consultation to top financial advisors at over 20 firms.

Rob's work in the areas of Emotional Intelligence and Behavioral Finance has been featured in many industry journals and more recently in the book, "Educating Others to be Emotionally Intelligent."  He received his Bachelor's degree from the Governor's State University.


Event Properties

Event Date 09-13-2022 11:30am
Event End Date 09-13-2022 1:15pm
Registration Start Date 08-17-2022
Cut off date 09-09-2022
Individual Price $45.00

We are no longer accepting registration for this event