Friends, we have a problem. In their 2012 Reputation Survey,
Harris Interactive reported that only 17% of respondents had a positive
impression of the financial services industry, which is down from 22% the prior
year. More than three years after the financial crisis, our industry ranks
third from last in popularity, besting only tobacco and, thankfully,
government. Unfortunately you can hardly blame the public; the wounds inflicted
by Bernie Madoff, Allen Stanford, Wall Street and a host of others are still
fresh in consumers’ minds. You could argue that financial planners shouldn’t be
lumped in with these bad actors and I would whole-heartedly agree – but would
consumers and prospects agree? Or does the public unfairly paint us with the
same broad brush and greet us all with a hefty dose of skepticism?
If we want to help more clients and build our practices, we
will need to overcome the negative perception consumers have of our industry,
which makes the difficult job of building trust with prospective clients that
much more important. Ogilvy Public Relations, a leading PR firm specializing in
reputation management, advises clients worldwide on creating, articulating and
protecting their most valuable asset: their reputation. Dani Mackey, Senior
Vice President and Nick Ludlum, Senior Vice President will address the value of
reputation, and demonstrate how a strong reputation is linked to greater trust.
They will outline the challenges of today’s complex communications environment,
specifically as it pertains to the financial services industry, and will offer
best practices and case studies to help you communicate more effectively with
consumers, prospects and existing clients.
Also in our program, we are excited to have Lisa A. K. Kirchenbauer,
CFP®, RLP®, President of Omega Wealth Management, who will
speak about holistic financial planning and what a comprehensive financial plan
looks like. With more than 20 years of experience as a financial planner, and
Life Planning skills developed as an instructor for the Kinder Institute of
Life Planning, Lisa brings an important perspective on building your practice
for the future.
Have you ever wondered why some planners chose to be RIAs
while others are fee-only or fee-based?
For the final portion of our action-packed program, we will host a panel
discussion on the different types of practice formation. Our panelists will
share insights into their particular business model, the pros and cons of each,
and why they selected one over the others.
We look forward to
seeing you on March 22nd at Maggiano’s in Tyson’s Corner!
Check in 10AM –
Program starts at 10:30 – Program ends at 1:30PM
2 CFP CEU, 2 CIMA
CEU, 2 VA Insurance Approved!
MD Insurance Pending,
2 CPA CPE Offered!
Register on line at www.fpanca.org!
Parker Trasborg, CFP®
Professional Development Co-Director
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