 |
|
Agenda 7:30 am Registration & Networking
8:10 am Welcome, Breakfast, Chapter and Strategic Partner Acknowledgements
8:30 am Presentation Begins
9:30 am Q & A/Presentation Ends
9:40 am Raffle & Closing Remarks Follow Us    |
|
Topic:
Cutting Through the Noise: Client Retention & Myth Busting Speaker(s): Cullen Roche, Founder, Orcam Financial Group, LLC _____________________________
|
|
Description:
Cullen will discuss how he grew his advisory firm entirely online through a more personalized and transparent approach to building a financial advisor brand. He will also cover common myths that clients come across and how advisors can combat those ideas. So please join us as we wrap up the year with our highly anticipated speaker as he shares his insights. This has been another awesome year for the chapter so join us in celebrating the following: *This topic is under review by the CFP Board for 1.0 hour of CE credit.
* Registration closes on December 12, 2019
___________________________________
|
|
About the Speaker(s):
 Cullen Roche Founder, Orcam Financial Group, LLC Mr. Roche is the founder of Orcam Financial Group, LLC, a low fee financial services firm based in San Diego, CA as well as the founder of the popular financial website Pragmatic Capitalism. Pragmatic Capitalism was founded by Cullen Roche in the midst of the financial crisis of 2008. Mr. Roche is the author of the popular book “Pragmatic Capitalism: What Every Investor Needs to Know About Money and Finance” as well as “Understanding the Modern Monetary System”, one of the top 10 all-time most downloaded research papers on the SSRN academic research network. He is also the author of the popular white paper "Understanding Modern Portfolio Construction". He is well known for debunking many finance and economic myths and applying a pragmatic approach to the often confusing world of money.
 |
|