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  • FPA of Miami
    • Mar 16, 2021
    • 1 min read

Connecting with Clients and Growing your Practice in a Virtual World | March 16, 2021

Round table discussion led by Paul Kingsman (Ash Brokerage), Kaitlin Copenhaver (Ash Brokerage) and Ryan Buckley (First Eagle Investment Management) to discuss Connecting with Clients and Growing your Practice in a Virtual World.


CLICK BELOW TO WATCH THE SESSION - COPY OF THE PRESENTATION BELOW ALSO


Connecting With Clients and Growing Your
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Vision:  To elevate the profession that transforms lives through the power of financial planning.

 

Mission:  The FPA of Miami seeks to create an indispensable professional community experience by promoting the financial planning profession.  To that end, we aim to be extraordinary in our programs, advocacy efforts, and service.  

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