Join AiP San Francisco / Bay Area:

"Performance Excellence: Client Acquisition Success Through Community Involvement and Philanthropic Planning"

Thursday, April 11, 2019
4:30 - 7:30 pm PT

First Republic Bank
111 Pine Street at Front Street, 3rd Floor Reception, San Francisco, CA 94111

Thank you to our generous sponsor...

Register by clicking green "REGISTER" button above.

About the program...

Join us for a visit with Susan Kay, Director of Business Development, V.P.  MFS – a nationally recognized speaker on building financial planning practices through philanthropic activities and connections. Attendees will learn from Susan and be able to share additional ideas from each other. All professions welcome!

About the presenter... 

Susan E. Kay, MFS Fund Distributors, Inc.

Susan E. Kay is a vice president and a director of business development at MFS Fund Distributors, Inc., a subsidiary of MFS Investment Management® (MFS®). She has been with MFS for more than 25 years. Susan has more than 30 years of experience in the financial services industry. As a director of business development at MFS, she has traveled extensively, meeting daily with top advisors from a wide array of firms. She has been invited into their practices and learned what has led to their success. She has asked advisors about how they market themselves, how they maintain visibility, how they treat their clients to a consistent five‐star experience, how they get referrals effortlessly and how they have essentially created raving fans out of their clients. Susan has lectured widely and is frequently invited to speak on a variety of topics, ranging from developing a client‐centric practice and exceeding client expectations to marketing oneself effectively. She shares ideas that develop strong generational reach and tactics that create unparalleled five‐star experiences, lectures on using community involvement as a driver for acquiring new clients, highlights strategies for engaging clients in philanthropic planning and reveals tactics that lead to success in marketing to women. She is known for her competence and experience in developing practice strategies in the industry. Susan is a 15‐year member of the National Speakers Association.