Friday, December 11, 2020 from 8:30 AM to 10:30 AM PST
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Performance Excellence: Some of the Best Ideas
From World Class Advisors

Susan E. Kay, Vice President and Director of Business Development
MFS Fund Distributors, Inc. 



Top-performing advisors are those who distinguish themselves from others, exceed client expectations and serve multiple generations. This session will be filled with some of the best practice management ideas from top-performing advisors covering several important topics. We will delve into the newest acquisition ideas, shared by top-advisors who have achieved measurable success in acquiring new clients. You will hear several new ideas that will help you build out the Five-Star Experience for clients in intriguing and innovative ways.

We will also be voting in the 2021 Board of Directors at this meeting.  We hope you can join us!  

*  This is a practice management topic.

About the Speaker(s): 
Susan E. Kay, Vice President and Director of Business Development
MFS Fund Distributors, Inc. 

Susan has more than 33 years of experience in the financial services industry.  In her role as a director, she has traveled extensively, meeting on a daily basis with top advisors from a wide array of firms. She has been invited into their practices and learned about what has led to their success.  She has asked advisors about how they market themselves, how they maintain visibility, how they treat their clients to a consistent five-star experience, how they get referrals effortlessly and how they have created raving fans out of their clients.  She has developed an expertise in the Aging of Americans, Generational Reach, and Philanthropic Planning along with Community Involvement as drivers of revenue in your practices.

She is a 17 year member of the National Speakers Association.


Thank You to Our Meeting Strategic Partner!

Local Representative: Todd Goodman

Phone Number: (916) 303-3054
Email: todd.goodman@firstchoicesp.com  
Website: www.firstchoiceseniorplacement.com
Description: Helping families and seniors find safe and appropriate assisted living, memory care, in home care and related services.