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Upcoming NexGen Event

By John Lenahan, CFP®, CIMA®, ChFC® posted 02-04-2015 17:28

  
The FPA NexGen Community of South Florida has partnered with Experienced Advisors Recruiting, LLC for a complimentary educational event and luncheon on Wednesday, February 25th, at the United Way of Miami-Dade. Dave Moran, Managing Partner at Experienced Advisors Recruiting, LLC will provide a complete update on the state of the advisor recruitment industry, while focusing on the most important things to think about before making a change in your career. Unlike the more popular "break away broker" deals most industry recruiters talk about, Dave will speak to the specialized world of professional financial planning where advice, not product, is what we are selling. He will discuss the trends his firm sees within the industry and what his clients are telling him. It's a small, tight-knit community in the financial planning world. By learning from his experience, both employers and employees can better answer the question, "Is it time yet?" Join us to network with other young professionals and learn more about the state of the advisor recruitment industry to help with your personal career path and development. WHAT: FPA NexGen of South Florida – “State of the Advisor Recruitment Industry,” presented by Dave Moran, Managing Partner of Experienced Advisors Recruiting, LLC. WHEN: Wednesday, February 25th, 12:00 - 1:00 pm. Presentation will begin promptly at 12:15 pm. Lunch will be provided. The cost is $10 per person, which will be collected on-site (This is a great value!) WHERE: United Way of Miami-Dade, 3250 SW 3rd Ave, Conference Room D, Miami, FL 33129 (Free parking in garage) Please RSVP by Friday, February 20th to John Lenahan at [email protected]. LIMITED seats! If you are unable to attend this event, but would like to participate in future NexGen meetings, please email John Lenahan. NexGen is an FPA Community with more than 300 members nationwide that helps promote the development of the next generation of financial professionals. Members of this community are age 36 and under and benefit from learning and networking opportunities through online discussion groups and in person meetings at conferences, FPA events or local study groups. The purpose of this local NexGen group is to continue exploring common issues to young professionals, support the professional advancement of its members, and provide learning and networking opportunities within the community. This group will also serve as a study group where best practices and ideas can be discussed. Participation can be taken to the national level and you may also seek leadership positions within the national FPA NexGen community. Learn more about the FPA NexGen Community! We look forward to seeing you there! FPA of Miami Tel: 786-390-7655 Fax: 305-470-7487 www.fpamiami.org [email protected]
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