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FPA Advisor Exchange - Practice Management
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When: November 9
11:30 am - 1:00 pm
Where: Cobalt Building
920 Memorial City Way
1st Floor Conference Room
Houston, TX  77024
United States
Contact: Natalie Navellier

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FPA Advisor Exchange - Practice Management



Topic: From Good to Growth - Your Roadmap to Win a Bigger Game


Speaker: Barbara Stewart, PCC, CFP®
Accelus Partners, LLC


You’ve done well in your career and life and you aren’t done yet.  But you’ve reached a crossroad.  What worked in the past isn’t working any more and you are not sure how to win the bigger game.  Who are the role models?  Where do you look for guidance yet harness what has made you successful to this point without getting stuck in that success or creating obstacles to the next level?

Potential discussion topics:

  • How to leverage past successes to fuel the future
  • Identify the patterns to prior triumphs and apply them to a new roadmap
  • Build a launch pad for the bigger game



What is the Advisor Exchange Series?


The Advisor Exchange Series are additional events/luncheons which will cover a topic related to investment management, financial planning, or practice management.  Unlike our regular chapter luncheon meetings, these events will not offer CE credit.  The format of these will be more of a round table discussion where financial professionals can exchange ideas and also have the opportunity to network.  If you have any suggestions on topics or locations please please send them to  


Registration Fee (includes lunch):  
 $10 FPA members  /  $20 Non-Members/Guests





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