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  • FPALA NexGen presents Digital Client Communication

FPALA NexGen presents Digital Client Communication

  • Thu, August 13, 2020
  • 1:00 PM - 2:00 PM
  • An Online gathering

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Event Details:
FPALA NextGen invites you to a stimulating conversation about using compelling communication to engage with clients. We are excited to host this panel with two people who live and breathe communications: blogger & podcaster, Ben Carlson, CFA, and Senior Editor of the Journal of Financial Planning, Ana Limón Trujillo.

Going remote has disrupted traditional client communications, but this is an opportunity for advisors who can connect with their clients effectively online. Whether through blog posts, newsletters, podcasts, or videos, thoughtful client communication is a critical skill for the advisor of the future. Join us for this deep dive into what key elements make for great client communication and experience when in-person is no longer an option.

Guest Speaker(s):

Ben Carlson, CFA, awealthofcommonsense.com Blog & Animal Spirits podcast
Ana Trujillo Limón, Senior Editor – Journal of Financial Planning

Speaker(s):

Ben Carlson, CFA, awealthofcommonsense.com Blog & Animal Spirits podcast

Ben Carlson, CFA is the Director of Institutional Asset Management for Ritholtz Wealth Management. He is the author of three books, most recently Don't Fall For It: A Short History of Financial Scams. Ben is also the creator of the blog A Wealth of Common Sense, a co-host on the Animal Spirits podcast and a columnist for Fortune Magazine.

Ana Trujillo Limón, Senior Editor - Journal of Financial Planning

Ana Trujillo Limón has worked in the communications and media industry for more than a decade. She chose this field to tell peoples' stories and make information understandable to the community. She is currently the senior editor for the APEX Award-winning Journal of Financial Planning, editing peer-reviewed and practice management content for financial planners. She is also editor of the Financial Planning Association's Next Generation Planner and Practice Management Blog. Ana works in conjunction with the diversity team at FPA to leverage FPA's media platforms to share content on the development of successful diversity and inclusion initiatives.


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