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Hosted by FPA of Tampa Bay

Accelerating Your Business: 10 Ways to Build Your Advisory Business


Whether your practice is long-established or just beginning, you know is all about the clients. There is no business without clients, and all financial advisors must be experts in the art of finding new clients and engaging existing ones.

This session focuses on 10 ways to build and enhance your advisory practice. Get some fresh ideas or remind yourself of that great tip you never got around to implementing. That's ten practical tips every financial professional can use.



Thursday, April 1, 2021
11:00 AM -

Location
Zoom Virtual Meeting Platform
   
 



Speaker Profiles

 


Brian E. Stone
Allianz Life Insurance Company

Brian is a Regional Vice President, RIA and Institutional Markets within Distribution Development. Brian, with more than 25 years of financial services industry experience, works directly with registered investment advisors (RIAs) to incorporate retirement income planning and insurance solutions within their financial planning process.

Prior to becomig a regional vice president, Brian was a senior wholesaler with Pacific Life, working with independent broker/dealers. He also spet time working at ING and Transamerica, building his knowledge and expertise in fixed and valiable annuities.

Brian is a graduate of University of Missouri - Columbia. He also hold FINRA Series 7 and 63 securities registrations.
Event ID  159