Despite it being one of the last sessions of FPA Retreat 2016, the session presented by Daniel Crosby, Ph.D., President at Nocturne Capital and author of The Laws of Wealth: Psychology and the secret to investing success, was packed.
His dynamic presentation on how to help clients follow your best advice had attendees listening and laughing.
“Any presenter will tell you that (s)he feeds off of the energy of the crowd,” Crosby said. “No group is as informed and engaged as the folks at FPA Retreat.”
That’s the thing about FPA Retreat—its intimate setting is an ideal environment to share ideas, experience interactive learning and re-energize planners. This year’s conference—which was focused on storytelling for business—was well-received by planners who attended.
“We shared our stories with each other and reached a deeper level of understanding and friendship with our colleagues,” said Clare Stenstrom, CFP®, CFT™, with Luesink Stenstrom Financial. “It helped us get to know the new attendees and bring them into the Retreat family.”
Another session that was a hit was the session on story-based marketing by Shelley A. Lee, founder and creative director of Ashworth-Lee Communications. Yusef Abugideiri, CFP®, financial planner at Yeske Buie, said Lee captured the importance of storytelling for business.
“The exercises she had the audience do … challenged us to think about what the most important parts of the story are and how to engage with clients such that we learn the most important parts of their story,” Abugideiri said.
Stenstrom said the session by Jeff Belkora, Ph.D., author of DEAL! Discovery, Engagement, and Leverage for Professionals, and its interactive session were helpful.
“Belkora was fantastic and he stayed for the remainder of Retreat enriching our discussions,” Stenstrom said.
“Those who attend Retreat will find themselves richly rewarded by an inclusive community that is eager to share its collective knowledge,” Crosby, who was also an attendee, said. “The focus on self-development at FPA Retreat is unparalleled. All conferences seek to educate the participants, but Retreat goes one step further and aims to change participant behavior from the inside out.”
Stenstrom added, “Can’t wait for next year.”
Did you miss FPA Retreat this year, or just want to register for 2017 early? Join us next year at Château Élan in North Atlanta, Georgia April 24-27, 2017. Use the code PARET17 for $100 off if you register before May 31, 2016.
Journal of Financial Planning