Print Page   |   Sign In   |   Register
Community Search
FPA Houston Women in Financial Planning - Mastering First Impressions (1 CE)
Register View Registrations Tell a Friend About This EventTell a Friend
 

 Export to Your Calendar 6/18/2020
When: June 18
3:00 - 4:00 PM
Where: WEBINAR
Texas
United States
Contact: FPA Houston


Online registration is available until: 6/18/2020
« Go to Upcoming Event List  

FPA of Houston Women in Financial Planning 

 

 

Mastering First Impressions 

 

We hope to meet again at Maggiano's in the near future!  In the meantime, please join us from the comfort of your home or office for a great presentation, provided by Franklin Templeton, on Mastering First Impressions.

 

Lasting relationships often start with a positive first impression.  This presentation analyzes first impressions from the client's perspective and gives advisors information and resources to help them make favorable first impressions that can lead to lasting client relationships.

 

Presenter: Rob Richardson, CIMA®

 

Rob Richardson joined Franklin Templeton in 1995 and is a senior vice president and North America Spokesperson. Rob has over 35 year of experience in the financial services industry during which time it has been estimated that he has held over 20,000 meetings with Financial Advisors. Rob made it clear that none of them were more important than the one with you today. He is a six-time recipient of the "Richard C. Stoker Award"; honoring Franklin Templeton's Senior Advisor Consultant of the Year. Prior to joining Franklin Templeton, he served as a regional vice president for two major asset management firms. Rob received a B.S. in business administration from the University of Florida. Among his other accomplishments, Rob is a Certified Investment Management Analyst designee (CIMA®), a Certified Fund Specialist and is listed in the Who's Who of Industry and Finance. He resides with his wife in Houston, Texas, they have two children both of which reside in New York City.

 

  

Registration Fee:  $0 FPA members / $20 Non members 

 

CE Credit:  1.0 CFP (Franklin Templeton will be the CE provider)

 

 

 

 

 

 


Association Management Software Powered by YourMembership  ::  Legal