Welcome to the Academy of Financial Service’s 2019 Annual Meeting being held in Minneapolis, Minnesota in conjunction with FPA’s Annual Conference 2019. This is the full agenda for AFS. For details on FPA items, visit their Full Schedule. Please report any errors to support@academyfinancial.org.
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Wednesday, October 16 • 4:45pm - 5:45pm
FPA® Educational Breakout Sessions | Block 3a: Building an Inclusive Culture for Growing Businesses

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For more details visit the FPA® Full Schedule.

Panel Moderator(s):
Kristen Prewitt, CFP®, CRPC®, CLTC®
Panel Member(s):
Charles Adi, CFP®
Marina Shtyrkov

In today's environment, it is necessary to update the lens through which we plan for growth in the financial planning industry. During this panel, we will review various engagement strategies to assist firms that strive to form an inclusive culture.
This panel will discuss attracting and engaging diverse planners, structuring the client experience to attract diverse clients and utilizing a network and strategic partnerships to overcome growth challenges.

Wednesday October 16, 2019 4:45pm - 5:45pm CDT
101 DEFG