- This event has passed.
June 27 @ 2:00 pm - 3:00 pm EDT
As an evidence-based practitioner, Evan will be presenting research initially published in the Journal of Financial Planning. He will guide financial planners through an evidence-based client communication cadence.
This presentation will cover how frequently you should discuss investments, planning, clients’ hobbies, and other important topics. He’ll also discuss how often research suggests you should meet with clients. He’ll cover everything you need to know about how to create a better communication schedule with your clients.
*AFCPE members get 25% off this event cost.