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Hosted by FPA of Greater New Orleans

Planners' Study Group - Career Paths for Financial Planners

The most critical factor for the success of an advisory firm is its ability to attract and retain talented people. Career paths are present in every profession and, the career path for financial advisors is becoming better understood and shared across the financial advisory profession.

Join us for a Study Group discussion on the newly released "The Financial Planning Career Paths: Building More Sustainable and Successful Businesses" which highlights the importance of clear and transparent career advancement to attract and retain the next generation of financial planners. Its designed to help firms structure and effectively communicate career path opportunities by examining the financial planner career ladder.

Bring your own lunch or we'll be ordering sandwiches from Jimmy John's.

Peer-to-peer learning is fast becoming the primary avenue for professional development. It is a highly effective method of sharing information – people can learn real-life, applicable lessons from colleagues and subject matter experts. In these lively roundtables, we'll discuss and even debate the thinking on topics impacting you, your business and your clients.

This event is FREE for FPA of Greater New Orleans. $25 for non-members.

Wednesday, July 24, 2019
12:00 PM - 1:10 PM


Postlethwaite & Netterville
1 Galleria Blvd Ste 2100
Metairie   LA   70001
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Event ID  132