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March 27, 2019 Conshohocken CE Study Group Breakfast
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3/27/2019
When: Wednesday, March 27, 2019
7:30 AM
Where: Ameriprise Financial Services, Inc.
161 Washington Street, Ste. 1300
Conshohocken, PA  19428
United States
Contact: Christine Stewart
215-295-0729

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Please join us for a CE Study Group breakfast in Conshohocken.                                                                            REGISTER HERE

Topic: "Priceless" presented by Marc Kirby, JP Morgan (One hour of CFP® CE approved)

Fees are on sale. Should you join the discounters, or should you learn how to better communicate your value?

Invesco Consulting teamed up with political consultants and word specialists, Maslansky & Partners, for a 6-month study on what investors think.  What do they value and how should their advisors respond? Do they want low-cost or high-value? A financial  plan or financial planning?  Discretionary accounts or advisor-managed accounts?

The study included advisor interviews, investor dial-sessions and a North America survey of 1,000 investors.  The research uncovered new "cries" from investors and resonating responses from advisors when defending, defining and delivering value in a post-DoL era.

Attendees will learn:

  • How to communicate fees in a confident manner
  • How to deliver on value
  • Resonating words, phrases and sequence of the value conversation
Coffee and bagels provided.  Pre-registration is required.

Cancellation Policy:  48 hours notice required to ccstewart@comcast.net

Register here.


FPA Philadelphia Tri-State Area
P.O. Box 38
Fairless Hills, PA 19030
Phone: 215.295.0729 Contact Us