FPA MI Lunch & Learn Grand Rapids

    September 18, 2018
    11:30 AM - 1:00 PM

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    CityFlats Hotel
    83 Monroe Center Street NW
    Grand Rapids, MI 49503
    http://www.cityflatshotel.com
     Directions

    Join us on September 18th when
    Ryan Donohue of Vanguard Financial Advisor Services presents

    ADVISORS ALPHA:  PORTFOLIOS TO PEOPLE
    This program has been approved for 1 CFP®

    COST:
    FPA MEMBERS = "Complimentary"
    Non FPA Members = $30



    About the Program:
      With the growth initiatives of financial planners, this is a great opportunity for you to hear about the latest updates to Vanguard’s Advisors Alpha, including:

    • Articulating your value proposition (quantifying the value of advice);
    • Influencing and creating lasting impressions with clients;
    • Evolving your offer to keep pace with what clients want; and
    • Understanding what builds trust, and how high levels of trust drive loyalty and referrals, which is your ultimate goal!
    About the Speaker:  Ryan Donohue is an advisor education specialist and national speaker for Vanguard Financial Advisor Services™. He is responsible for presenting Vanguard analysis and industry research to financial advisors and other financial services professionals. Ryan joined Vanguard in 2013 and before his current role, he was a sales executive covering the Southern New England territory. Previously, he supported registered investment advisor and bank clients nationally and also worked with high-net-worth individuals in Vanguard Flagship Services Department.

    Ryan earned a B.S. in supply chain management and business operations from California State University of Long Beach and an M.B.A. from La Salle University with a focus in finance. He holds FINRA Series 7 and 63 licenses.

    THANK YOU TO OUR LUNCH SPONSOR
    TIMOTHY HAGEN OF
    VANGUARD FINANCIAL ADVISOR SERVICES


    Tickets

    $0.00 FPA Member

    $20.00 Non FPA Member First Time Guest

    $30.00 Non FPA Member