Once again, Chateau Elan outside Atlanta, Ga., is the quintessential setting for effortless engagement and organic networking at Retreat 2017.
For those who have not had the pleasure of attending Retreat, this deeply relational event focuses as much on the art of being an intuitive financial planner as it does the science of best planning practices. Maybe even more so. Of course, attendees receive world-class, peer-to-peer learning that elevates their professional effectiveness. That has been the goal of Retreat from the start 37 years ago. But, ask any regular attendee, and you’ll hear the real reason they return year after year—for the human interaction, the mentoring and the stories that so often teach us the lessons that remain with us for a lifetime.
Additionally, Retreat plays a vital role in connecting the next generations of planners. As conventional standards for achieving success in business give way to such interpersonal capabilities as engaging and inspiring others, Retreat will be the bridge for an ongoing interchange of expertise, experience and insights that connect the generations and foster authentic relationships within the FPA family.
MentorMatch has been hugely successful in addressing the needs of newer practitioners through connection with experienced advisers who help shorten the learning gap significantly for their mentees. Likewise, mentors find that the learning goes both ways as they build relationships with young planners whose skillsets are different from their own. Something intangible rubs off on us in the company of an older and wiser generation. And who can deny the surge of energy and innovative ideas we pick up from the younger crowd.
It is win-win. And those involved in the program enjoy sharing the benefits and rewards of the experience, whether they’re on the receiving end of a mentor’s sage advice and generous support or paying it forward as they walk with younger planners though the challenges of building a successful practice. In the end, we are all reminded of what matters mos—and why we do what we do as financial planners and advisers.
Space is tight so grab your spot not! Visit fparetreat.org for more information and to register.