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FPA Houston NexGen Lunch Series

 Export to Your Calendar 9/20/2017
When: September 20
11:30 AM - 1:00 PM
Where: Map this event »
Cyclone Anaya's Mexican Kitchen
5761 Woodway Dr.
Houston, TX  77057
United States
Contact: Jennifer Pritchard


Online registration is available until: 9/20/2017
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FPA Houston NexGen Lunch Series

 

 

Putting a Value on your Value: Quantifying Advisors’ Alpha

 

 

Thank you to the sponsor of this event - Vanguard
Speaker: Eric Pickens, CFP®

1 CE credit - CFP, CIMA, CLU/ChFC

This presentation delves into the concept of Vanguard Advisor's Alpha®, which outlines how you can add value, or alpha, through relationship-based services such as financial planning, discipline, and guidance, rather than by trying to outperform the market.

The research includes seven "quantification modules" summarizing key wealth-management best practices and providing a reasonable framework for describing and further differentiating your value proposition.

Use this information to:

  1. Discover five modules that help quantify the benefits of advisor's alpha.
  2. Understand the intermittent, but significant, value that relationship-based services can ultimately bring to a portfolio.
  3. Learn how to quantify benefits such as guiding clients to "stay the course" as compared to the alternate history they would have experienced with a knee-jerk response to the market.

Join us to meet people like you who are interested in learning more about the financial planning profession, developing additional skills, and connecting with others who share the same passions. We aim to foster professional growth and peer-to-peer development in a casual setting where we can share questions and concerns along with advice and wisdom.  

 

Registration is limited to the first 30 people who sign up.  Once we reach capacity a waiting list will be started.  If you register and are unable to attend please be sure to let us know so that we can open your spot up to someone on the waiting list.

 

 

Who is NexGen?: Everyone age 36 & under who is interested in pursuing their personal & professional growth.

 

When: September 20, 2017 @ 11:30am

 

Where: Cyclone Anaya's Mexican Kitchen - 5761 Woodway Dr. - Houston TX 77057

 

Cost: $0 (this is a free event and lunch will be provided)

 

 

Speaker bio:  Eric Pickens is a Sales Executive for Vanguard Financial Advisor Services. He partners with RIAs, providing investment solutions and practice management expertise to the leading firms of Texas.  Prior to this role, Eric was a Client Administration Manager within Vanguard's Institutional Investor Group, overseeing the retirement plan administration of key institutional relationships. Eric has been with Vanguard for 16 years. He has a bachelor's degree in Business and Economics from Arizona State University as well as holding the CFP, CIMA and CAIA designations.

Eric lives in Dallas where he enjoys staying active, Dallas Stars hockey and hacking around the golf course in his spare time.

 

 

 

 

 

 

 

  

 

 

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