September 2019 Events

September 2019 Events

Sep 8 to 11 – Private Client Event – St. Louis, USA

Sep 11 to 13 – Bob Veres Conference – Omni Nashville Hotel, Nashville, USA

Exhibitor and Speaker – Matt Glasgow and Shawn Brayman will attend

Sep 11 from 1:30 to 2:30pm – Bob Veres – Shawn Brayman Presentation – From Tolerance to Solution: Latest Research and Practical Examples

Sep 12 from 12:00 to 1:30pm – Bob Veres – Shawn Brayman Round-table Discussion – Professional Judgement in Suitability – Is there a right answer?

Sep 22 to 24 – Private Client Event – Quebec City, Quebec, CA

Sep 23 to 24 – Private Client Event – Quebec City, Quebec, CA

Sep 25 to 28 – Private Client Event – Alberta, CA

Sep 26 – Private Client Event – Victoria, British Columbia, CA

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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