July 2015 Brown Bag Meeting

Clients I have Lost and Why

Speaker: Curt Weil, CFP�

Meeting Description

This will be a round table type of discussion with Curt Weil� as the leader. Everyone would bring something to share about a client they lost (or almost lost). We will discuss why and what could have been done differently to keep the client (nor not). The objective is to learn from others and improve on client retention.

Speaker Biography

Curt Weil , CFP� is a former director at Foundation for Financial Planning and Financial Planning Association at the national level. He is a seasoned financial consultant who founded Silicon Valley Wealth Advisors and currently serves as the President of FPA California and is a Past President of the FPA of Silicon Valley chapter. He brings lifelong experience in financial planning and asset management.

Pricing and Registration

This is a Free event. All are welcome.

Online registration is open through July 15th.