Tuesday, September 8, 2020 from 3:00 PM to 4:30 PM PDT
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This is an online event. 



Holly Wilkerson 
Executive Director
FPA of San Francisco 
9630 Bruceville Road, #106-149
Elk Grove, CA 95757
Phone (877) 260-3218
Website www.fpasf.org

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  Meeting Details - WEBINAR

Tuesday, September 8, 2020 
3:00 pm - 4:30 pm


How Will Prospecting and Client Engagement Change Going Forward?

Julie Littlechild, Founder & CEO
Absolute Engagement

Thank You to Our Meeting Strategic Partners!


Program Description:
During this session, Julie will cover the following:
- How to design a client communications plan that drives engagement
- How the current crisis will redefine how we communicate with clients in future
- How to leverage your plan to demonstrate leadership with prospective clients

*This is a practice management topic.
*Webinar login information will be sent prior to the meeting.  

Julie Littlechild, Founder & CEO
Absolute Engagement

Julie has worked with and studied successful financial advisors and their clients for more than twenty-five years and conducts one of the largest investor research studies to examine what clients need, want and expect. 

Julie sat on the national board of the Financial Planning Association, was twice identified as one of the 25 Most Influential People in Financial Planning and won the Influencer Award in practice management. She works in the US, Canada, UK and Europe.

3:00 - 3:15 pm - Chapter Announcements & Strategic Partner Acknowledgements
3:15 – 4:15 pm – Julie's Presentation
4:15 - 4:25 pm – Q & A
4:25 - 4:30 pm - Program Closes