Thumbs Up: May Networking Events a Resounding Success

Looking for new professional development and networking opportunities?  Knowledge Bureau was proud to engage students in two outstanding events on May 26 and 27.  Here is a synopsis of what you missed to inspire you to mark your calendar as we unveil new complimentary and fun events – stay tuned for details!

May 26: 3:30 PM CST – Society of Real Wealth Managers Exclusive Virtual Speed Networking Event!

Members of the Society of Real Wealth Managers, had an opportunity to Connect, Contribute and Collaborate with other likeminded RWM™ in a 1-on-1 speed networking session and was it fun! 

The object was to start relationships between multi-disciplinary advisors, with the view to exchanging professional contacts and resources outside their financial discipline to best enable collaborative wealth management solutions for clients.

Current RWM Society members (RWM designates and undergrads) were sent an exclusive registration link to join. Stay tuned for details on the next upcoming events!

RWM™ or undergrad of the RWM™ Designation Program, you’re also invited to join the Society and participate in these exclusive networking events for RWMs. Learn more by visiting the Society of RWM™ page.

May 27: 11:00 AM – 12:00 PM CST –How I Talk to My Clients About Charitable Giving (Webinar)

This free event was held for advisors who recognize the value of discussing charitable giving with their clients but aren’t sure how to approach it or what to say. It provided the audience with highly practical approaches to raising the topic of charitable giving.

A panel of four specialists in charitable giving and graduates of the MFA-P™ Designation program created by Knowledge Bureau, CAGP and Spire Philanthropy came together for this important discussion. Brad Offman, MFA-P™, Serena Hak, MFA-P™,  Michael Flux,MFA-P and Mark Halpern, CFP, TEP, MFA-P™ spoke about:

• When to talk about giving
• What events give rise to a conversation
• How to discuss with new/existing clients
• Conversation starters: what to say to clients
• How to manage objections

There is now a time limited opportunity for professionals interested in enhancing their value proposition by understanding how to effectively discuss charitable giving with clients. Save 20% on tuition fees until June 30 when you enrol in the MFA-P™ designation program.  Use code: MFAPJUNE online, or contact our educational consultants at 1-866-953-4769.