Where
This is an online event.Contact
Clary DelanoFinancial Planning Association of Metro New York
303-867-7187
cdelano@onefpa.org
Life Planning: Building a Stronger and Deeper Relationship With Clients
Want to make an impact on your clients’ lives, not just their money? No, really! Join us for a glimpse of how Life Planning might be able to allow you to make deeper and stronger relationships with your clients. Frank Corrado, a CPA, CFP® and a Registered Life Planner will recount his journey with Life Planning, provide experiences with actual client cases, and describe some of the key considerations in implementing the practice in your firm. Frank will leave ample time for questions in the hope of providing clarity to those energized by the concepts
Learning Objectives:
- Learn about Life Planning from a practitioner.
- Learn about a methodology that has proven to inspire and energize clients who are seeking to improve their lives, not just their finances.
- Consider deeply your relationships with clients and seek the skills necessary to bring the “know your client” standard to a new level as embodied in CFP Board of Standards' focus on comprehensive Financial Planning.
1.5 CFP® CE credits
Speaker: Frank Corrado, CFP®, CPA is a Principal and Managing Director at Robertson Stephens. Together with his son Frankie Corrado, CFP®, RLP and Kevin Talty, CFP®, EA, he provides comprehensive financial life guidance to individuals, families and business entrepreneurs. Frank has more than 15 years of experience advising clients on a broad range of personal finance opportunities including cash management, investment and tax strategies, risk mitigation and estate planning. Over the past 5 years, Frank has developed life planning and coaching skills which complements his technical expertise to provide an added-value client experience.
Prior to joining Robertson Stephens, Frank was CEO of Blue Blaze Financial Advisors, a SEC registered investment advisor where he led a team that counseled clients, including multi-generational families, on achieving their optimal life. Previously, Frank was a Vice President at JP Morgan with finance responsibilities in various business units including providing financial advice relating to stock options, restricted stock, deferred compensation and other executive compensation programs. Frank is accredited as a Registered Life Planner (RLP) from the Kinder Institute of Life Planning.
REGISTRATION FEES:
FPA Members: Free, Non-members: $25