• Wednesday Aug 28, 2019
• Start Time: 11:00AM
• End Time: 1:30PM
• 4445 Lake Forest Place, Suite 170, Cincinnati, OH 45242

First Presentation: Mastering First Impressions – Understanding What the Client Sees in You
Presenter: Jen McFarland

Making a good first impression has always been important. The challenge is understanding what you can do to improve the impression you make. This presentation looks at first impressions from the client’s perspective. You’ll learn information and strategies to make favorable first impressions that can lead to lasting client relationships.
Attend the presentation to learn tips and strategies about:
The Science of First Impressions – Learn how you can focus on the most important elements of making a first impression by looking at statistics and research.
Managing Zero-Second Impressions – See how people can gain insights about you, possibly without you even knowing, and learn strategies for making them favorable.
Polishing Your Presence – Learn ways to shine when you actually meet face to face with your clients and prospects.

This presentation is approved for 1 hour of CFP CE

Second Presentation: Unlock the Value You’ve Built
Presenter: Paul Tyler

You advise clients to plan for their future — it’s never too early to start preparing for your own. Succession planning is a critical part of helping you protect your practice and the equity you have built in your business. Key reasons why you should consider a succession plan:
Security — peace of mind for your family, employees and clients
Ease the transition process — ensure your professional affairs are in order
Enhance Equity — top actions you can take now
Maximize value — preserve the value of your practice
Did you know that 73% of advisors don’t have a succession strategy? Attend this presentation to learn practice valuation techniques and steps to help ensure a smooth transition.

Agenda:
11:00am – registration, networking & lunch
11:30am – Mastering First Impressions
12:30pm – Unlock the Value You’ve Built
1:00pm – networking

Upon registering, please select the Cincinnati or Dayton option.

Dayton Simulcast Location:
40 N. Main Street
Suite 2100
Dayton, OH 45423

*Please Note: Members must cancel by Friday, August 23rd or they will incur a $15 charge.

Click here to register!