Plan to gather with colleagues on Feb 28 at 3pm ET to learn about how best to use FPA Connect.
Some documents shared by Roy Diliberto on how they communicate with clients after the initial discovery meeting and at the annual review meeting.
On Feb 7, 2012, Sen. Baucus (D-MT) the Chairman of the Senate Finance Committee released a draft legislation to pay... More
The theme, this year, is Trust, from the Inside Out, and I thought this video offered some great things to talk about... More
Here are several familiar faces talking about everyone's favorite conference: http://www.youtube.com/watch?v=L-BicUhNz9E&feature=youtu.be... More
1. Customize your profile and preferences.
2. Adjust your subscription settings.
3. Start a conversation - post a message in one of the Discussion groups.
4. Start networking - go to the Directory and Find a Member to connect with.
5. Need some training on how to use the platform? Watch videos, look through FAQ's and more here.