Financial Planning Association of the East Bay
PO Box 948
Clayton, CA 94517
O: 925.778.1165  /  F: 925.778.1163 
  E:   /  W:


Wednesday April 2, 2014 from 7:15 AM to 9:00 AM PDT
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Round Hill Country Club (Vista Room South) 
3169 Roundhill Road
Alamo, CA 94507

Driving Directions 

 Program is Sponsored by: 
 MFS Investment Management

 Grant Martin -- 
(602) 322-8007



Looking to Contact One of Our Valued Partners??? Please visit our sponsor page located on our Chapter Website at




FPA East Bay Breakfast Meeting 4/2/14 

Please Mark Your Calendars & Register to Attend the Next Chapter Meeting...
Elevate Your Brand, Build Your Business  
Presented By: Sheri Fitts, ShoeFitts Marketing
(NO CE credit for this course)

Marketing has changed. The avenues that were part of a successful sales formula—public relations, advertising, and tangible collateral—don’t carry the same effectiveness today. Where did all the customers go? They’re still here, but they went online. 

 Shifts happen.

Social media isn’t some cyber lounge accommodating the college-dating scene.  And playing the compliance card, as a reason to avoid social media engagement is no longer a viable excuse.  It is time to get online. 

Social media creates favorable search engine optimization (SEO) for your business, it opens the door to innumerable new connections, and it is a crucial element in helping to build your brand. The online space provides a channel into the new buying cycle of your clients and prospects.

Social media fortifies your brand, your business and your relationships.

Is social media part of your current marketing and branding strategy? Do you have a social media strategy? Set aside time to attend this session. It’s too important not to.

Here’s what you’ll gain:

  • Tactical tips for launching a branding strategy
  • 5 ways to convert those tactics into the social space
  • Insight on choosing the social platforms that offer the best return for financial planners
  • Tips for navigating the regulatory minefield
  • Efficient ways to curate content and manage technology
  • One simple rule for online etiquette


Wednesday, April 2, 2014

7:15am -9:15am  

Charge: $30.00 FPA Member   |   $40.00 Guest