When

Friday, March 9, 2018 from 7:30 AM to 10:00 AM PST
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Where

Rancho Cordova City Hall 
American River North Room
2729 Prospect Park Drive
Rancho Cordova, CA 95670  

 
Driving Directions 

Agenda 

7:30 am

Registration & Networking

 

8:00 am 

Welcome, Chapter and Sponsor Acknowledgements & Breakfast

 

8:30 am

Presentation Begins 

 

9:30 am 

Q & A / Presentation Ends

 

9:45/10:00 am 

Raffle & Closing Remarks


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 Topic:
 The Keys to High Level Production

Speaker(s):
Ken Unger, Founder
Academy of Preferred Financial Advisors
 
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Description:

Being in a financial planning practice means that we wear many hats. Not only do we need to help our clients with their financial planning needs, we may also need to run and operate the financial planning business.

During our March presentation, Ken Unger will provide us with ways to increase revenue and help make our practices more valuable, all within the goal of maximizing success. He will also provide relevant business strategies and information that is needed to operate an efficient, high-level practice. Make sure to join us in March for this valuable meeting on how to increase overall production while managing financial planning practices in an efficient and time effective manner.

*This is a practice management topic. 

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About the Speaker(s): 
Ken Unger, Founder
Academy of Preferred Financial Advisors

Ken Unger has over 30 years of industry experience. For the last 16 years, he has run the highly successful Exclusive Coaching Program.  He is recognized as one of the industry’s most experienced and respected coaches of high-level financial professionals. Ken was President of Million Dollar Producer and recently founded the Academy of Preferred Financial Advisors.

Ken is known throughout the financial industry for his knowledge, enthusiasm and high-energy presentations.  He is widely recognized by audiences of financial advisors nationwide as a preeminent keynote speaker who shares efficient practice management strategies and effective sales and marketing ideas.

Ken has been featured and quoted in the financial media and press, including The Wall Street Journal and Morningstar Advisor. His past experience includes tenures as a senior officer of Boston Capital and Shearson Lehman Hutton. Ken is a graduate of Cornell University.