Several planners have volunteered to open their offices to other planners for a day. The Be Our Guest program is an extraordinary opportunity to learn how leading financial planners are succeeding in these challenging times. The cost to attend is a contribution to the Foundation for Financial Planning. This is a fundraising offering to benefit the Foundation for Financial Planning.
The program offers a cost efficient opportunity to spend the day in the office of a leading financial planner and learn the ins and outs of their business. Some planning firms have utilized the virtual “Be Our Guest” program as their staff retreat.
Here are some comments from previous participants:
“There were many things that made it a valuable experience, but most of all was the openness and candor to discuss anything relating to the operation of your practice and the relationship you have with your clients.” TW
“What made it so great was these guys are real people with the same issues we have on a day to day basis. The best part is they were open and honest on how they are dealing with everything. They have a well-run organization, and I learned a lot about growing my business.” JH
“I was pleasantly surprised at the scope of information that was shared, as well as the access to all facets of their business model, personal insights and employees.” RA
Help us spread the word about this opportunity to your members by including information on your chapter website, in your newsletters and at your chapter meetings. Here is link to the Foundation’s website that contains the schedule, featured hosts and registration information.