Leading Advisor’s Roundtable Series Hosted by OCCF
September 2014 Leading Advisor’s Roundtable Series
Topic: How Do You Change the Conversation From Money to Meaning?
Discussion Leader: David Brown, Partner, Brown & Streza
Every trusted advisor wants to better understand what is significant and meaningful to their clients. Often the advisor can play a key role in assisting a client to uncover these truths in the planning process.
A short video testimonial will be shared of one family that experienced the power of identifying a deeper purpose for their family’s wealth. Dave will then lead a discussion about:
1. How to strengthen your relationship with clients
2. How to grow your business
3. The importance of authenticity
Resource handouts will be provided.
Tuesday, September 30, 2014
11:30 am – 1:00 pm
Lunch is Complimentary
Brown & Streza
40 Pacifica, Irvine, CA 92618
Roundtable Discussions are open to members, but feel free to bring a friend to introduce them to OCAiP. There is a limit of 16 people per Roundtable.