In this month’s Journal in the Round, the March Journal of Financial Planning contributors Elizabeth Jetton, M.Ed., CFP, longtime financial planning thought leader, and FPA business strategy coach Adam Kornegay, co-founder of Pathfinder, discuss their action-oriented, step-by-step models for establishing and maintaining trust in your client relationships. In their articles, each present a powerful research-based argument for the critical need for financial planning professionals to intentionally improve their communication capabilities and integrate new behaviors into all their interactions with clients—staring with that first meeting. This roundtable conversation and audience Q and A will be led by Kieran Rooney, one of JIR's regular moderators.

Event Information
Start Time:
March 25, 2020 2:00 PM Eastern
1:00 PM Central, 12:00 PM Mountain, 11:00 AM Pacific
Add to Calendar:
Estimated Length:
1 hour
Registration Time Remaining:
26 days, 18 hours
FPA Member Price:
Non-Member Price:
Journal in the Round: Client Trust and Communication
Speaker Information
Elizabeth Jetton M.Ed., CFP®  [ view bio ]
Adam Kornegay  [ view bio ]
Individual topic purchase: Selected
Financial Planning Association
CFP CE: 1.00
Live Event + Archive
FPA Member Price:$0.00
Non-Member Price:$49.00