Chapter Meetings

2020 Calendar of Events

Share the wealth…of knowledge. Invite a first-time guest and they can register at no cost! Let’s grow FPA Pittsburgh together.

August 13 Register here today!

9 – 10 am

Live Webinar – The Art of WOW – Building Relationships That Create Clients for Life

How well do you rate the client experience that you create? Are you and your team continually delivering WOW experiences, especially to those clients who matter most?

Every financial professional knows it’s impossible to control the markets. But the most successful also know they have the power to control the most important tool for building their business-and it’s not performance.

Developed with internationally recognized client experience expert Dr. Joseph Michelli, Janus Henderson’s The Art of WOW program empowers you to drive deep client loyalty-the kind that creates clients for life. Learn how to systematically exceed client expectations by creating meaningful, unforgettable moments that clients talk about and attract valuable new business.

Program Takeaways

  • Learn a step-by-step process that can turn high-value, affluent clients into your biggest fans
  • Find out how to create deeper connections with your clients with techniques to tailor your communications to resonate best with theirs
  • Discover how to spot key opportunities to deliver WOW experiences to your clients by creating meaning-making moments with what matters most to them

Presented by: Lindsay Troxell, Director,  Knowledge Labs Professional Development at Janus Henderson Investors.

Register here today!

September 10

12th Annual Financial “Four”um – All Virtual on October 28 and 29, 2020