Boyce of Vahanian & Associates presents at National Education Conference
May 2011 – Bonnie Boyce, MBA, CFP®, Vice President and Director of Financial Services for Vahanian & Associates Financial Planning Inc. lead a panel discussion of three professionals, addressing other financial advisors and management peers at the Osaic Wealth National Education Conference held in Phoenix, Arizona from May 18th-22nd.
Boyce shared her insights into running a team oriented financial planning practice and discussed best practices and preparing for client meetings. Quality of service, solidifying client relationships and record keeping as a means of enhancing personal attention, were included in her presentation. Constantly evolving regulatory and compliance requirements and new technologies were also discussed at this interactive presentation on enhancing office operations.
Boyce is currently the Chairperson of the Administrative Council of Osaic Wealth, the group that led the discussion at this session. This council is an association of over 25 leading financial planning practices from across the country who share insights into practice management and client support policies.
The education conference was attended by over 1000 advisors, support staff and industry professionals from across the country.
Presenters Cathy Mussi and Bonnie Boyce.
About Vahanian & Associates:
Vahanian & Associates Financial Planning Inc. provides financial planning, investment management, and estate planning services for high net worth clients. Vahanian & Associates is located at 60 Railroad Place in Saratoga Springs, NY (518)583-0891. Investment advisory services offered through Vahanian & Associates Financial Planning Inc., a registered investment advisor not affiliated with Osaic Wealth, Inc. Securities offered through Osaic Wealth, Inc. member FINRA/SIPC.
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