October 2019 Events

October 2019 Events

Oct 8 – Exceptional Advisor – Toronto, Ontario, CA

Oct 15 to 16 – AFS Annual Meeting – Minneapolis, Minnesota, USA

Oct 15 to 18 – FPA Pre-Conference Events – Minneapolis, Minnesota, USA

Oct 17 – NextGen Conference – Manchester, UK

Oct 17 – Private Client Event

Oct 18 – Private Client Event

Oct 24 – Growthcon – New York City, New York, USA

Oct 28 to 30 – T3 Enterprise – Fort Lauderdale, Florida, USA

I have been using FinaMetrica for over 17 years for onboarding new clients. They like the extensive value of the reports; but what we appreciate is the innovations in technology, the value of the client-facing materials and the development of the life-long client relationships as I get to really know their behavioral tendencies. FinaMetrica has assisted me in building a very successful practice and we highly recommend it for any advisor who wants to enhance the overall value of their client relationships.

Ron Wilkinson - Portland, Oregon, USA
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