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Webinar Host William Wright, CFP®

William Wright is the Founder and CEO of Financial Professionals Group, a national marketing organization founded in 1997 that is dedicated to supporting financial advisors, registered investment advisors and insurance professionals. Learn more about William and FPG at www.fpgonline.com.

Understanding Your True Value in Unprecedented Times
Featuring William Wright, CFP
®
Entrepreneur, Influencer, Founder & CEO of Financial Professionals Group

Times have changed. Financial professionals who accept their role, and act accordingly, know it's their responsibility to address all four quadrants of wealth management. Are you confident that you are properly addressing all four?

In this virtual session, you will learn:

  • Learn proven practice models that are focused on total client advice.
  • Choose a client risk management delivery model that fits your advisory practice.
  • Incorporate new client messaging that address all aspect of their financial plan.

Explore ways to better serve your clients while increasing profitability and driving greater retention.


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