Tag Archives: Presentation

FPA of Georgia members, get your summer technology update on July 25

If you’re an FPA of Georgia member, or live within a reasonable drive of the Atlanta metro area, consider attending next week’s practice management and technology meeting.

On Thursday, July 25 at 11:30 a.m. ET, I’m presenting along with Ted Jenkin of oXYGen Financial on how to use technology to engage the next generation of clients.

Registration is $30 for members, $60 for non members, and $15 for students.

Click or tap the button below and register today!

register

(click to watch on YouTube)

Welcome Wealth Management Marketing Subscribers

FPPad.com is this month’s Featured Resource in Wealth Management Marketing’s newsletter. I want to welcome WMM subscribers to FPPad and provide some links to show you what’s popular on this site.

First, you can subscribe to the FPPad RSS feed by clicking here.

Don’t use an RSS reader? We recommend Google Reader. It’s free and easy to use.

Prefer email updates instead of RSS? We have an email subscription option, too. Just click here to subscribe by email.

So here’s a glimpse at what many visitors to FPPad find useful:

Thanks again for visiting and thank you to Wealth Management Marketing for featuring FPPad this month!