November 2019 Events

November 2019 Events

Nov 19 – FP Canada Gala Dinner – Toronto, Ontario, CA

Nov 20 – FP Canada Symposium – Toronto, Ontario, CA

Nov 21 – OSC Dialogue – Toronto, Ontario, CA

Nov 25 – Financial Planning Academic Forum (FPAF) – Melbourne, Victoria, AU

Nov 26 – Personal Finance and Investment Symposium (PFIS) – Melbourne, Victoria, AU

Nov 27-29 – FPA Professional Congress 2019 – Melbourne, Victoria, AU

I have been using FinaMetrica for over 17 years for onboarding new clients. They like the extensive value of the reports; but what we appreciate is the innovations in technology, the value of the client-facing materials and the development of the life-long client relationships as I get to really know their behavioral tendencies. FinaMetrica has assisted me in building a very successful practice and we highly recommend it for any advisor who wants to enhance the overall value of their client relationships.

Ron Wilkinson - Portland, Oregon, USA
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